John Edwards is a CFA-designated registered investment advisor at Capital Ideas, based in Pocatello, ID, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 85 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees and account minimums are negotiable.
Fee Estimator
Location
109 North Arthur Ave., Suite 205, Pocatello, ID, 83204
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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
John is a managing partner at Vektor Investment Group, LLC, a real estate company, and spends minimal time selling off lots. He also dedicates minimal time on a quarterly basis to JJJ Cube 88 Publishing LLC, a book publishing company.
Employment History
Current Registrations
Capital Ideas
Previous Registrations
Principal Street Partners, LLC
Edward Jones
Edward JonesBroker
Credit Suisse Securities (USA) LLCBroker
Morgan Keegan & Company, INC.Broker
Deutsche Bank Securities INC.Broker
Bt Alex. Brown IncorporatedBroker
Redwood Securities Group, INC.Broker
State Registrations1 state
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.