KM
KM

Kevin Maroney

23 Years of Experience
Colorado City, CO
1 DisclosureBroker

Kevin Maroney is a registered investment advisor at Edward Jones, based in Colorado City, CO, with 23 years of industry experience. Kevin 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

4491 Bent Brothers Blvd Ste G, Colorado City, CO, 81019

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History

Regulatory History (1)
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Customer Dispute
February 2011
Settled
Employment History
Current Registrations
Edward Jones
February 2007 - Present · 19 yrs 8 mos
Edward JonesBroker
February 2003 - Present · 23 yrs 8 mos
State Registrations29 states
ALAZCACOCTFLIAIDILKSLAMEMIMNMTNCNENMNYOHOKORSCTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.