Lisa Casper is a registered investment advisor at Edward Jones, based in Idaho Falls, ID, with 11 years of industry experience. Lisa 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
2406 Jafer Ct, Idaho Falls, ID, 83404
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Regulatory History (1)
Customer Dispute
January 2018Other Business Activities
Lisa is a board member at Idaho Falls Country Club since 2016, offering oversight and assisting with fundraising, and since 2018, providing operations oversight. She is also a member of TLC Investors, LLC, a real estate investment firm, since 2024, where she reviews and approves purchase of investments.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations19 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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