MK
MK

Maureen Kane

7 Years of Experience
Virginia Beach, VA
1 DisclosureBroker

Maureen Kane is a registered investment advisor at Edward Jones, based in Virginia Beach, VA, with 7 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
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
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Location

295 Bendix Rd Suite 140, Virginia Beach, VA, 23452

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History

Regulatory History (1)
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Customer Dispute
May 2023
Denied
Other Business Activities

Maureen owns rental properties in Virginia Beach, VA (since 2014) and Annapolis, MD (since 2017), acting as a landlord. She dedicates minimal time to these activities, which fluctuate with maintenance, repairs, and tenant needs.

Employment History
Current Registrations
Edward Jones
September 2019 - Present · 7 yrs 1 mo
Edward JonesBroker
September 2019 - Present · 7 yrs 1 mo
State Registrations35 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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