Allen Clair is a registered investment advisor at Edward Jones, based in Scottsdale, AZ, with 11 years of industry experience. Allen 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
16435 N Scottsdale Rd Ste 110, Scottsdale, AZ, 85254
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Regulatory History (1)
Customer Dispute
February 2026Other Business Activities
Allen works as a pitching coach for a private baseball team, Rip City, since 2017. He spends a few hours per week giving private pitching instruction.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations21 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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