Steven Rapp is a registered investment advisor at Edward Jones, based in Federal Way, WA, with 22 years of industry experience. Steven 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
31835 Pacific Hwy S, Suite G, Federal Way, WA, 98003
Get directionsHistory
Regulatory History (1)
Criminal
January 1986Other Business Activities
Steven is the owner/operator of The Rapp Group, an executive recruiting business, since 2002. He spends minimal time on this business and intends to close it soon.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations21 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
More Advisors
- Larissa Sklar, CFPEdward Jones
- John Dolan, CFPEdward Jones
- Samvel ShakhramanovEdward Jones
- Gary Amerson, CFPEdward Jones
- Christopher Dolan, CFPEdward Jones
- Jackson Miller, CFPEdward Jones