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Timothy Mcmanus

Edward Jones
23 Years of Experience
Port St Lucie, FL
1 DisclosureBroker
View SEC Summary
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Timothy Mcmanus is a registered investment advisor at Edward Jones, based in Port St Lucie, FL, with 23 years of industry experience. Timothy 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.

Edward Jones
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

201 SW Port St Lucie Blvd, Ste 204, Port St Lucie, FL, 34984

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2006
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
April 2012 - Present · 14 yrs 6 mos
Edward JonesBroker
January 2012 - Present · 14 yrs 9 mos
Previous Registrations
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January 2010 - February 2011 · 1 yr 1 mo
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January 2010 - February 2011 · 1 yr 1 mo
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AXA Advisors, LLC
October 2002 - November 2007 · 5 yrs 1 mo
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PFS Investments INC.Broker
January 2002 - March 2002 · 2 mos
State Registrations25 states
ALARAZCACOCTDEFLGAILINMAMDMEMIMONCNYOHPASCTNVAWIWV
AdvisorBrokerBoth

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
No exam information available for this advisor.
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