Spencer Doty is a registered investment advisor at Edward Jones, based in Royal Oak, MI, with 24 years of industry experience. Spencer 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
32348 Woodward Avenue, Royal Oak, MI, 48073
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2010Other Business Activities
Spencer is involved in several LLCs related to commercial and rental properties, dedicating minimal time to each. His activities include property maintenance and management, with some properties managed by outside companies.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations28 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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