Michelle Fruit is a registered investment advisor at Edward Jones, based in El Dorado Hills, CA, with 15 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.
Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.
Location
1121 White Rock Road Suite 201, El Dorado Hills, CA, 95762
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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.
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Michelle is the owner of J.M. Fruit, Inc., a consulting business, but dedicates no time to it. She also works as a secretary/accountant for the same company, spending minimal time per week on bookkeeping, accounting, and payroll.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Morgan StanleyBroker
Fifth Third Securities, INC.Broker
Morgan Stanley Dw INC.Broker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Sutro & CO. IncorporatedBroker
Howe Barnes Investments, INC.Broker
Smith Barney INC.Broker
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.