Richard Excell is a ChFC-designated registered investment advisor at Edward Jones, based in Rexburg, ID, with 14 years of industry experience. Richard 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
556 Trejo Street Suite A, Rexburg, ID, 83440
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Regulatory History (1)
Customer Dispute
October 2020Other Business Activities
Richard is a karate instructor at two schools in Idaho since 2003. He dedicates minimal time to the Pocatello school and a few hours per week to the Rexburg school.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations19 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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