Adam Klippenstein is a registered investment advisor at Edward Jones, based in Helena, MT, with 12 years of industry experience. Adam 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
910 E Lyndale Ave Suite A, Helena, MT, 59601-2933
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Regulatory History (1)
Customer Dispute
March 2019Other Business Activities
Adam is a Staff Sergeant in the Army National Guard since 2014, fulfilling drill duty primarily on weekends with occasional active duty deployments. This requires minimal time commitment during business 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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