Paul Mcquivey is a registered investment advisor at Edward Jones, based in Rigby, ID, with 3 years of industry experience. Paul 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
711 Rigby Lake Dr, Suite 202, Rigby, ID, 83442
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Regulatory History (2)
Judgment / Lien
December 2025Judgment / Lien
November 2024Other Business Activities
Paul is a co-owner of PCM Custodial, a property management business in Rigby, ID, since 2017. He spends a few hours per week 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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- Jakob Wilson, CFPPractice Financial Group