Michael Dosier is a CFP-designated registered investment advisor at Edward Jones, based in Georgetown, TX, with 24 years of industry experience. Michael 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
4869 Williams Dr, Building 1 Suite 101, Georgetown, TX, 78633
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business Activities
Michael owns M&LDosier, LLC, a real estate business in Jarrell, TX, since 2019, and spends minimal time on it. He also owns rental property in Georgetown, TX, since 2020, and spends minimal time maintaining it.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations21 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
More Advisors
- Paul KrauseEdward Jones
- Michelle Marshall, CFPEdward Jones
- Michael Bell, CFPEdward Jones
- Andrew Cottrill, CFP, ChFCEdward Jones
- Cuan Mccomb, CFPEdward Jones
- William Hart, CFP, ChFCEdward Jones