William Bauerle is a registered investment advisor at Edward Jones, based in Poway, CA, with 9 years of industry experience. William 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
13426 Community Rd STE C, Poway, CA, 92064-4712
Get directionsHistory
Regulatory History (1)
Criminal
September 1996Other Business Activities
William owns rental property in Oxnard, CA since 2011 and maintains the property. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations30 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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