Kevin Makalous is a CFP-designated registered investment advisor at Edward Jones, based in Shawnee, KS, with 19 years of industry experience. Kevin 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
6816 Anderson Street, Shawnee, KS, 66226
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2019Other Business Activities
Kevin is an owner/member of Triple A Real Estate Holdings, LLC, formed with his wife to own the building that will house his Edward Jones branch office. He dedicates minimal time to this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Directed Services LLCBroker
Equitrust Marketing 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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