Vance Steele is a registered investment advisor at Edward Jones, based in Dublin, OH, with 1 years of industry experience. Vance 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
6760 Perimeter Loop Rd, Dublin, OH, 43017
Get directionsHistory
Regulatory History (3)
Financial
July 2018Financial
July 2018Financial
July 2018Other Business Activities
Vance is the owner and CEO of Advance Painting & Design, a residential painting business, since 2014. He dedicates minimal time to this business, primarily for projects for friends and family.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations9 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
More Advisors
- Sean Passmore, CFPEdward Jones
- William Shorthill, CFPBeacon Hill Investment Advisory, LLC
- Gregory Johnson, CFP
- William Burton, CFPCapital Investors Advisory Corporation
- Rod Skaf, CFPCetera Investment Advisers LLC
- Chase Fowler, CFPWells Fargo Advisors