BM
CFP
BM
CFP

Brian Mcafee

21 Years of Experience
St. Louis, MO
Broker

Brian Mcafee is a CFP-designated registered investment advisor at Edward Jones, based in St. Louis, MO, with 21 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
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
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Location

12555 Manchester Road, St. Louis, MO, 63131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is involved with DBM Management, which appears to be related to rental properties. This activity is not investment-related.

Employment History
Current Registrations
Edward Jones
January 2023 - Present · 3 yrs 9 mos
Edward JonesBroker
January 2023 - Present · 3 yrs 9 mos
Edward Jones
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
April 2021 - December 2022 · 1 yr 8 mos
Stifel, Nicolaus & Company, Incorporated
April 2021 - December 2022 · 1 yr 8 mos
TD Ameritrade Investment Management, LLC
March 2018 - January 2021 · 2 yrs 10 mos
TD Ameritrade, INC.Broker
March 2018 - December 2020 · 2 yrs 9 mos
TD Ameritrade, INC.
March 2018 - December 2020 · 2 yrs 9 mos
Scottrade Investment Management
June 2017 - March 2018 · 9 mos
Scottrade, INC.Broker
February 2010 - March 2018 · 8 yrs 1 mo
Metlife Investors Distribution CompanyBroker
January 2007 - January 2010 · 3 yrs
New England SecuritiesBroker
January 2007 - January 2010 · 3 yrs
Tower Square Securities, INC.Broker
January 2007 - January 2010 · 3 yrs
Walnut Street Securities, INC.Broker
January 2007 - January 2010 · 3 yrs
Metlife Securities INC.Broker
July 2005 - January 2010 · 4 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
July 2005 - July 2007 · 2 yrs
New England SecuritiesBroker
November 2004 - June 2005 · 7 mos
State Registrations1 state
MO
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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