Fritzie Eileen Fine

Advisor at Edward Jones — Sunset, LA

Updated today

Credentials

Series 66

Experience

23 years

Location

Sunset, LA 70584

Edward Jones logo

Edward Jones

Institution

Total advisors

24,095

Across 14,159 offices

Clients per advisor

167 Very High

Avg AUM per client

$246,728 Low

HNW client ratio

9% Low

About

Fritzie Fine is a Series 66-licensed financial advisor at Edward Jones with 23 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, Fine serves as a board member at Weil Company Incorporated, a property management firm, and handles accounting tasks there. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Divorce financial planning Business ownership considerations Retirement income strategy General estate planning guidance

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

See office

Sunset, LA

166 Oak Tree Park Plaza Ste D

Sunset LA 70584

Advisors at this office

1

Most active in

Louisiana · Texas

Work history

23 years of industry experience

Edward Jones

2012 - Present • 14 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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