Earl Hengen is a registered investment advisor at Edward Jones, based in Flint, TX, with 25 years of industry experience. Earl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
10760 Fm 2813 Suite 200, Flint, TX, 75762
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2024Customer Dispute
November 2007Other Business Activities
Earl owns rental property in Tyler, TX, which he maintains and rents through AirBnB. This activity requires minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.