AR
CFP
AR
CFP

Armand Robinson

8 Years of Experience
Dallas, TX
Broker

Armand Robinson is a CFP-designated registered investment advisor at Edward Jones, based in Dallas, TX, with 8 years of industry experience. Armand 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

4849 Greenville Ave, Bldg 2 Ste 1320, Dallas, TX, 75206-4130

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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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Employment History
Current Registrations
Edward Jones
November 2017 - Present · 8 yrs 11 mos
Edward JonesBroker
October 2017 - Present · 9 yrs
State Registrations14 states
AZCACOFLGAILNCNJNYOHOKPATXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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