Stacy Hubert is a ChFC-designated registered investment advisor at Edward Jones, based in Yankton, SD, with 12 years of industry experience. Stacy 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
605 E 4th St Suite 1, Yankton, SD, 57078
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Regulatory History (1)
Customer Dispute
February 2022Other Business Activities
Stacy is a general member of the Clay County 4-H Fair Board since 2012, supporting the county's 4-H program. She also co-owns rental property since 2017 and is a property owner for Hubert Real Estate LLC since 2023, dedicating minimal time to these real estate activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations8 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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