Robert Gevjan is a CFP-designated registered investment advisor at Edward Jones, based in Canton, NC, with 13 years of industry experience. Robert 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
548 Park Street, Canton, NC, 28716
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2023Financial
September 2018Other Business Activities
Robert is a board member for Tuscola Park Home Owners Association, New Covenant Church Endowment & Investment Program, and The Community Kitchen. These activities require minimal time commitment.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations11 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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