Michael Jones is a registered investment advisor at Jones & CO. Wealth Advisory, based in St. Joseph, MO, with 2 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K+ | 1.00% |
Fees are negotiable. The schedule shown is for Value, High Dividend, Defensive, and Growth strategies. Fixed Income strategy has a flat rate of 0.75% on all amounts.
Fee Estimator
Location
St. Joseph, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael works full-time as a Contact Representative for the Social Security Administration since 2021. About 130 hours per month are devoted during securities trading hours to assisting the public and mentoring trainees.
Employment History
Current Registrations
Jones & CO. Wealth Advisory
State Registrations1 state
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