Kelby Scott is a registered investment advisor at Edward Jones, based in Cody, WY, with 10 years of industry experience. Kelby 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
1807 Stampede Ave, Cody, WY, 82414
Get directionsHistory
Regulatory History (3)
Regulatory
January 2019Regulatory
June 2017Regulatory
May 2017Other Business Activities
Kelby is a limited partner in KRT Universal Works Limited Partnership, LLLP, which holds land and cattle. This activity requires minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous 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
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