Michael Persell

Advisor at Edward Jones

Updated today

Location

Lawson, MO 64062

Credentials

CFP®, Series 66

Industry experience

16 years

About

Michael Persell is a CFP®-certified financial advisor with Edward Jones in Lawson, MO, where he has worked since 2009. He has 16 years of industry experience. Outside of advising, he owns and manages a farm and rental property in Richmond, MO. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a range of advisory programs and investment solutions, supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy Business exit / sale strategy Business succession planning General estate planning guidance Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

409 N Pennsylvania

Lawson, MO 64062

Most active in

Missouri · Texas

Work history

Edward Jones

2009 - Present (17 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Active portfolio management Passive / index investing Wealth management
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Stephen S

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General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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