BE
CFP · ChFC
BE
CFP · ChFC

Brenda Ehrke

17 Years of Experience
Largo, FL
Broker

Brenda Ehrke is a CFP, ChFC-designated registered investment advisor at Edward Jones, based in Largo, FL, with 17 years of industry experience. Brenda 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
24078 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

2450 West Bay Dr, Largo, FL, 33770

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Brenda is assisting with opening a Vampire Penguin franchise, a shaved ice and dessert business, in Clearwater, FL. She dedicates minimal time to this activity.

Employment History
Current Registrations
Edward Jones
June 2009 - Present · 17 yrs 4 mos
Edward JonesBroker
June 2009 - Present · 17 yrs 4 mos
State Registrations27 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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