Mark Quimby is a CFP-designated registered investment advisor at Edward Jones, based in Lansing, MI, with 24 years of industry experience. Mark 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
822 Centennial Way Suite 200, Lansing, MI, 48917
Get directionsHistory
Regulatory History (1)
Criminal
April 1990Other Business Activities
Mark is a trustee for the Waverly Education Foundation, assisting with fundraising, scholarship selections, and school projects. He is also a board member for the Delta Side Business Association, participating in decision-making to promote local businesses.
Employment History
Current Registrations
Edward Jones
Edward Jones
Edward JonesBroker
State Registrations32 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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