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CFP
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CFP

Renee Burke

Edward Jones
12 Years of Experience
Mt Dora, FL
1 DisclosureBroker
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Renee Burke is a CFP-designated registered investment advisor at Edward Jones, based in Mt Dora, FL, with 12 years of industry experience. Renee 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.

Edward Jones
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
—
View Full SEC Brochure

Location

4701 Highway 19A Suite 2, Mt Dora, FL, 32757

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History

Regulatory History (1)
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Criminal
May 1998
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edward Jones
March 2014 - Present · 12 yrs 7 mos
Edward JonesBroker
February 2014 - Present · 12 yrs 8 mos
State Registrations42 states
AKALAZCACOCTFLGAHIIAILINKYLAMAMDMEMIMNMONCNDNHNJNMNVNYOHOKORPARISCTNTXUTVAVTVirgin IslandsWAWIWV
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.
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