Steven Smead is a registered investment advisor at Edward Jones, based in Crown Point, IN, with 14 years of industry experience. Steven 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
1180 E Summit Street, Crown Point, IN, 46307-2729
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Regulatory History (13)
Financial
July 2026Financial
June 2025Financial
March 2025Financial
May 2024Financial
April 2024Financial
March 2024Financial
February 2024Financial
November 2023Financial
October 2023Financial
July 2023Financial
June 2023Financial
May 2023Financial
March 2023Other Business Activities
Steven is a PGA golf professional since 1992, providing golf instruction. This requires minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations21 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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