Meredeth Bertacco is a CFP-designated registered investment advisor at Edward Jones, based in Sebastopol, CA, with 15 years of industry experience. Meredeth 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
7182 Healdsburg Ave Suite A, Sebastopol, CA, 95472
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Meredeth is an owner/operating member of Gold Dirt Vineyards LLC, a vineyard in Sebastopol, CA, since 2021. She dedicates minimal time to this business and has no responsibilities during trading hours.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations27 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
More Advisors
- Aleia Coate, ChFCEdward Jones
- Tim MooreEdward Jones
- Heather Belli, CFPWillow Creek Wealth Management, INC.
- David Homan, CFPWillow Creek Wealth Management, INC.
- David Lawrence, CFPWillow Creek Wealth Management, INC.
- Susan Olson, CFPAbacus Wealth Partners