Arti Gupta is a CFA-designated registered investment advisor at Edward Jones, based in Orlando, FL, with 4 years of industry experience. Arti 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
642 Rugby St, Orlando, FL, 32804-5310
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2026Other Business Activities
Arti owns rental property in Winter Park, FL, since January 2021. This activity requires minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Pershing LLCBroker
AXA Advisors, LLCBroker
State Registrations14 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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