Marklouis Barone is a CFP-designated registered investment advisor at Edward Jones, based in Leawood, KS, with 13 years of industry experience. Marklouis 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
11111 Nall Ave Suite 221, Leawood, KS, 66211
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2017Other Business Activities
Marklouis is involved with Heartland Church of Christ, assisting with teaching and speaking. This activity takes a few hours per week and does not occur during trading hours.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations29 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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