Brent Albrechtsen is a CFP-designated registered investment advisor at Edward Jones, based in Clinton, IA, with 9 years of industry experience. Brent 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
1830 N 2nd St, Suite 2, Clinton, IA, 52732-2643
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2019Other Business Activities
Brent is the CEO of Albrechtsen Inc, involved with the United Way, and a board member for the Absentee and Special Precent Board. He is also the President of Albrechtsen Properties LLC, spending minimal time maintaining commercial real estate properties.
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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