Anthony Mendez is a registered investment advisor at Edward Jones, based in Monterey, CA, with 3 years of industry experience. Anthony 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
2 Lower Ragsdale Dr Suite 230, Monterey, CA, 93940
Get directionsHistory
Regulatory History (3)
Financial
April 2024Criminal
July 2008Criminal
January 2001Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Wells Fargo Clearing Services, LLCBroker
Edward JonesBroker
State Registrations8 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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