Monique Nelson is a CFP-designated registered investment advisor at Edward Jones, based in Melbourne, FL, with 7 years of industry experience. Monique 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
3760 W Eau Gallie Blvd, Unit 102, Melbourne, FL, 32934
Get directionsHistory
Regulatory History (1)
Criminal
November 2004Other Business Activities
Monique is a landlord for a rental property in Satellite Beach, FL, since 2018. She dedicates minimal time to property management.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations20 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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