Tyler Swaffar is a registered investment advisor at Edward Jones, based in Joplin, MO, with 19 years of industry experience. Tyler 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
3929 E 7th Street Suite D, Joplin, MO, 64801
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business Activities
Tyler serves on the MSSU Robert W. Plaster School of Business Advisory Board and as President of the board of God's Resort. He also owns and manages multiple rental properties, dedicating minimal time to each.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations17 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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