MC
CFP · ChFC
MC
CFP · ChFC

Michael Conrow

10 Years of Experience
Cortland, OH
Broker

Michael Conrow is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Cortland, OH, with 10 years of industry experience. Michael 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

2996 State Route 5 Suite A, Cortland, OH, 44410-9201

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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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Employment History
Current Registrations
Edward Jones
September 2016 - Present · 10 yrs 1 mo
Edward JonesBroker
June 2016 - Present · 10 yrs 4 mos
State Registrations28 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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