BB
BB

Brenda Belnome

2 Years of Experience
Greenville, SC
3 DisclosuresBroker

Brenda Belnome is a registered investment advisor at Edward Jones, based in Greenville, SC, with 2 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
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
—
Loading...

Location

534 Old Howell Rd Suite 101, Greenville, SC, 29615

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2023
Final
Financial
July 2023
Final
Financial
March 2023
Final
Employment History
Current Registrations
Edward Jones
June 2024 - Present · 2 yrs 4 mos
Edward JonesBroker
April 2024 - Present · 2 yrs 6 mos
State Registrations15 states
CAFLGAIAMIMTNVNYORPASCTNTXUTWA
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.
More Advisors