Heather Edmondson is a CFP-designated registered investment advisor at Edward Jones, based in Hixson, TN, with 9 years of industry experience. Heather 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
6503 Hixson Pike, Suite 109, Hixson, TN, 37343
Get directionsHistory
Regulatory History (2)
Financial
December 2024Financial
August 2024Other Business Activities
Heather is a member of BNI Hixson, TN since 2017 and serves as the Education Coordinator for the Nooga Exchange BNI group. This activity requires minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations11 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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