Bo Lacy is a registered investment advisor at Edward Jones, based in Comanche, TX, with 7 years of industry experience. Bo 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
301 N Austin, Comanche, TX, 76442
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Regulatory History (1)
Criminal
August 2003Other Business Activities
Bo is the president of Bar-Lac Ranch, an S-Corp in Comanche, TX, since 2022. The ranch breeds and sells calves to supplement college savings, requiring minimal time.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations15 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.