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Eric Carmichael

Edward Jones
16 Years of Experience
Bend, OR
1 DisclosureBroker
View SEC Summary
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Eric Carmichael is a registered investment advisor at Edward Jones, based in Bend, OR, with 16 years of industry experience. Eric 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.

Edward Jones
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
—
View Full SEC Brochure

Location

695 N W York Drive Suite 210, Bend, OR, 97703

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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.
Customer Dispute
May 2015
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
March 2022 - Present · 4 yrs 7 mos
Edward JonesBroker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2013 - March 2022 · 8 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
October 2013 - March 2022 · 8 yrs 5 mos
Morgan Stanley
April 2010 - October 2013 · 3 yrs 6 mos
Morgan StanleyBroker
February 2010 - October 2013 · 3 yrs 8 mos
State Registrations11 states
ALAZCACOFLIDMIORTNTXWA
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.
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