Mark Karner is a CFP-designated registered investment advisor at Edward Jones, based in Joliet, IL, with 23 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
3077 West Jefferson Street, Ste 106, Joliet, IL, 60435
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Regulatory History (1)
Customer Dispute
December 2008Other Business Activities
Mark is involved with Joliet Catholic Academy High School as an Investment Committee Member and Board of Directors Member. He also serves as Vice President of the JCA Parent Association, all requiring minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations35 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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