Anthony Mobly is a CFP-designated registered investment advisor at Edward Jones, based in Granbury, TX, with 22 years of industry experience. Anthony 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
1830 N Plaza Drive Suite B, Granbury, TX, 76049
Get directionsHistory
Regulatory History (2)
Criminal
May 1984Criminal
September 1982Other Business Activities
Anthony owns and manages multiple rental properties, dedicating about 10-20% of his time to one and minimal time to the others. He also works as a high school sports official, spending a few hours per week.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations31 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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