Michael Pendleton is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Roanoke, VA, with 21 years of industry experience. Michael 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
7746 Williamson Road, Roanoke, VA, 24019
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Regulatory History (1)
Customer Dispute
February 2009Other Business Activities
Michael owns Stonecreek Properties LLC, a rental property, since 2012, dedicating minimal time. He also serves on the Board of Directors/Secretary for the Williamson Road Area Business Association and is an LPT for The Summerfield Fund, a private placement real estate venture, dedicating minimal time to each.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations30 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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