Roger Williams is a registered investment advisor at Edward Jones, based in Azle, TX, with 16 years of industry experience. Roger 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
1341 Southeast Parkway, Suite 104, Azle, TX, 76020
Get directionsHistory
Regulatory History (2)
Judgment / Lien
October 2011Criminal
December 1993Other Business Activities
Roger is the VP of Budget & Finance for Lake Pointe Elementary PTA. He prepares the annual budget, directs fundraising, and co-signs checks.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations10 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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