Ted Thomas is a registered investment advisor at Edward Jones, based in Moses Lake, WA, with 24 years of industry experience. Ted 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
2219 W Broadway Suite C, Moses Lake, WA, 98837
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2005Other Business Activities
Ted is a sales consultant for Nikken/Wellness Products since 2007. He signed up to obtain reduced prices on products for personal use and does no solicitations.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
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.
Exams
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