Kraig Osborne is a registered investment advisor at Edward Jones, based in Edenton, NC, with 15 years of industry experience. Kraig 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
203 S Broad Street, Edenton, NC, 27932
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2023Customer Dispute
April 2023Other Business Activities
Kraig is a joint owner of a rental property in Tavernier, FL, since 2021, with minimal time commitment. He also helps his two sons with a watch sales business, dedicating a few hours per week.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations28 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.