Richard Ebaugh is a registered investment advisor at Edward Jones, based in Wellington, FL, with 18 years of industry experience. Richard 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
420 S State Road 7, Suite 110, Wellington, FL, 33414-4303
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Regulatory History (2)
Customer Dispute
January 2022Customer Dispute
October 2021Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations23 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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