Mario Montiel is a ChFC-designated registered investment advisor at Edward Jones, based in Keizer, OR, with 18 years of industry experience. Mario 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
5605 Inland Shores Way North, Suite 104, Keizer, OR, 97303
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2015Other Business Activities
Mario owns rental properties in Mount Angel, OR (since 2023) and Mount Dora, FL (since 2024). He dedicates minimal time to maintaining these properties.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations26 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
- Thomas Resner, CFAEdward Jones
- Darin DukeEdward Jones
- Joe Guerra, ChFCState Farm Investment Management CORP.