Christian Pliego
Christian Pliego is a registered investment advisor at Edward Jones, based in San Antonio, TX, with 16 years of industry experience. Christian 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
3512 Paesanos Parkway, Suite 205, San Antonio, TX, 78231
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2015Other Business Activities
Christian owns Adeline's Bees, a beekeeping and honey business in San Antonio, since 2020. He spends minimal time managing beehives, harvesting and jarring honey, and taking his daughter to the farmer's market to sell honey.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations12 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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