AI
AI

Alicia Ives

14 Years of Experience
Maryland Heights, MO
1 DisclosureBroker

Alicia Ives is a registered investment advisor at Edward Jones, based in Maryland Heights, MO, with 14 years of industry experience. Alicia 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

130 Edward Jones Blvd, Maryland Heights, MO, 63043

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
July 2023
Other Business Activities

Alicia is an independent sales consultant for Trades of Hope, a jewelry sales business, since 2017, and for Zyia Active, an activewear direct sales company, since 2020. She dedicates minimal time to each of these activities.

Employment History
Current Registrations
Edward Jones
May 2012 - Present · 14 yrs 5 mos
Edward Jones
February 2012 - Present · 14 yrs 8 mos
Edward JonesBroker
February 2012 - Present · 14 yrs 8 mos
State Registrations1 state
MO
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors