William Edwards is a registered investment advisor at Edward Jones, based in Aberdeen, SD, with 45 years of industry experience. William 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
631 S Roosevelt St Ste B, Aberdeen, SD, 57401
Get directionsHistory
Regulatory History (5)
Customer Dispute
July 1999Customer Dispute
June 1994Customer Dispute
February 1993Customer Dispute
December 1992Regulatory
November 1991Other Business Activities
William is involved in several outside business activities, including being a limited partner in a streaming platform, a director for a family foundation, and a trustee for a trust account. He also owns and manages farmland and is involved in family limited partnerships and a film production company, dedicating minimal time to each.
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.
Exams
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