Brian Yarbrough
Brian Yarbrough is a CFP-designated registered investment advisor at Edward Jones, based in Excelsior Springs, MO, with 25 years of industry experience. Brian 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
134 Crown Hill Rd, Excelsior Springs, MO, 64024-1655
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2010Other Business Activities
Brian co-owns BSY Properties Real Estate since 2007 and owns farmland since 2016, dedicating minimal time to these activities. He is also a board member for Lawson R-XIV School District since 2021, with minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations25 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.
Exams
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