David Smith is a registered investment advisor at Edward Jones, based in Roseburg, OR, with 7 years of industry experience. David 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
1122 NW Garden Valley Blvd, Suite 201, Roseburg, OR, 97471
Get directionsHistory
Regulatory History (1)
Financial
February 2018Other Business Activities
David is the president of Inapod Inc, a retail sales business that is no longer an active corporation. It exists only to facilitate payments for Goin' Postal, which has been sold on a five-year payment plan; David spends minimal time on this activity.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations10 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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