Daniel Perez is a registered investment advisor at Edward Jones, based in Griffith, IN, with 8 years of industry experience. Daniel 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
1939 W Glen Park Ave, Griffith, IN, 46319
Get directionsHistory
Regulatory History (1)
Criminal
August 2000Other Business Activities
Daniel is a Park Board Member for the Town of Griffith since 2017, overseeing park operations and development, and the Vice President of the Highland Griffith Chamber Of Commerce since 2023, supporting the Chamber as Board Chair. Both activities require minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations13 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.