David Storz is a registered investment advisor at Edward Jones, based in Edna, TX, with 23 years of industry experience. David 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
209 W Main St, Edna, TX, 77957
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2013Customer Dispute
July 2008Other Business Activities
David is the owner of BS Cattle Company, a cattle farm in Edna, TX, since 2007. He spends about 10-20% of his time maintaining fences and pasture on the farm.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations10 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.