Derek Helman is a CFP-designated registered investment advisor at Edward Jones, based in Martinsburg, WV, with 9 years of industry experience. Derek 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
253 Aikens Center Ste 3, Martinsburg, WV, 25404
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Regulatory History (6)
Financial
May 2020Financial
June 2019Financial
April 2019Financial
April 2019Financial
January 2019Financial
November 2018Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Scf Securities, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations20 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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