Maureen Elliott is a CFP-designated registered investment advisor at Edward Jones, based in Brighton, MI, with 16 years of industry experience. Maureen 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
2160 Grand River Annex, Suite 100, Brighton, MI, 48114
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Regulatory History (1)
Financial
February 2023Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
State Registrations19 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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