Breanna Lundy is a CFP-designated registered investment advisor at Edward Jones, based in Greenwich, NY, with 15 years of industry experience. Breanna 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
2 Church St, Greenwich, NY, 12834-1102
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Regulatory History
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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Breanna works as an educator for Walton County Schools, serves as a County Councilman for Clay County, Indiana, and is co-owner of Carkner Farms. She also manages Fulper Family Farmstead LLC, owns rental properties, and is a silent partner in Justin Assoc. LLC.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations18 states
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