Loretta Gervais is a registered investment advisor at Edward Jones, based in Slayton, MN, with 14 years of industry experience. Loretta 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
2558 Broadway Avenue, Slayton, MN, 56172
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Regulatory History (1)
Customer Dispute
June 2021Other Business Activities
Loretta is a board member/secretary for the Slayton Chamber of Commerce since 2015, focusing on community activities and fundraisers. She also owns Gervais Farm since 2023, dedicating minimal time to record retention and payables.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations18 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.