HS
CFP · ChFC
HS
CFP · ChFC

Hristo Sotirov

10 Years of Experience
Las Vegas, NV
Broker

Hristo Sotirov is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Las Vegas, NV, with 10 years of industry experience. Hristo 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
24113 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

1 Meridian Vista Dr, Ste 195, Las Vegas, NV, 89135

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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

Hristo co-owns rental property in Las Vegas and schedules repairs and deals with the insurance company. This activity requires minimal time.

Employment History
Current Registrations
Edward Jones
December 2016 - Present · 9 yrs 10 mos
Edward JonesBroker
September 2016 - Present · 10 yrs 1 mo
State Registrations13 states
AZCACOGAIDMIMSNVOKTNTXUTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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