DF
CFP · ChFC
DF
CFP · ChFC

David Fieber

11 Years of Experience
Orange Park, FL
Broker

David Fieber is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Orange Park, FL, with 11 years of industry experience. David 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24078 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

165 Wells Rd Suite 301, Orange Park, FL, 32073

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David is the President/Secretary of Fieber Enterprises, but has no responsibilities and dedicates minimal time to it. The company is located in Saint Augustine, FL and he has been involved since 1998.

Employment History
Current Registrations
Edward Jones
February 2015 - Present · 11 yrs 8 mos
Edward JonesBroker
November 2014 - Present · 11 yrs 11 mos
State Registrations21 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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