MQ
MQ

Michelle Quinn

25 Years of Experience
Spring Grove, PA
1 DisclosureBroker

Michelle Quinn is a registered investment advisor at Edward Jones, based in Spring Grove, PA, with 25 years of industry experience. Michelle 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

430 N Main St Suite 1, Spring Grove, PA, 17362-1123

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2011
Settled
Employment History
Current Registrations
Edward JonesBroker
October 2020 - Present · 6 yrs
Edward Jones
October 2020 - Present · 6 yrs
Previous Registrations
M&t Securities, INC.
September 2005 - November 2020 · 15 yrs 2 mos
M&t Securities, INC.Broker
September 2005 - November 2020 · 15 yrs 2 mos
M&t Securities, INC.Broker
June 2004 - June 2005 · 1 yr
M&t Securities, INC.
June 2004 - June 2005 · 1 yr
VALIC Financial Advisors, INC.
February 2004 - June 2004 · 4 mos
VALIC Financial Advisors, INC.Broker
August 2000 - June 2004 · 3 yrs 10 mos
The Variable Annuity Marketing CompanyBroker
August 2000 - December 2001 · 1 yr 4 mos
State Registrations14 states
CADEFLGAMDMENCNJORPASCSDVAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.