Eric Mckay is a registered investment advisor at Edward Jones, based in Mesa, AZ, with 3 years of industry experience. Eric 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
8427 E Baseline Rd E-107, Mesa, AZ, 85209
Get directionsHistory
Regulatory History (2)
Financial
June 2021Financial
March 2021Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
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
More Advisors
- Martin Muschaweck, CFPEdward Jones
- Spencer Daines, CFPEdward Jones
- Lyle Zaichkin, CFPEdward Jones
- Linda Drake, CFP, ChFCEdward Jones
- Christopher JoyceEdward Jones
- Samuel Mills, CFPEdward Jones