CF
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Crystal Foster

14 Years of Experience
Raceland, LA
6 DisclosuresBroker

Crystal Foster is a registered investment advisor at Edward Jones, based in Raceland, LA, with 14 years of industry experience. Crystal 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4767 Hwy 1, Raceland, LA, 70394

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History

Regulatory History (6)
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Financial
July 2022
Final
Financial
January 2018
Final
Financial
September 2017
Final
Financial
May 2017
Final
Financial
January 2017
Final
Financial
December 2016
Final
Other Business Activities

Crystal is an owner of a chalk painting and glass collecting hobby business since 2020. This takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Edward Jones
September 2012 - Present · 14 yrs 1 mo
Edward Jones
June 2012 - Present · 14 yrs 4 mos
Edward JonesBroker
June 2012 - Present · 14 yrs 4 mos
State Registrations7 states
ALFLLAMSMTORTX
AdvisorBrokerBoth

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
No exam information available for this advisor.