Amy Marty is a registered investment advisor at Edward Jones, based in Sandy, UT, with 32 years of industry experience. Amy 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
150 W Civic Center Dr, Suite 103, Sandy, UT, 84070
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Regulatory History (1)
Customer Dispute
January 2007Other Business Activities
Amy is a secretary for Wasatch Eyeworks, an optometry practice in Draper, UT, since 1998. She dedicates minimal time to this activity.
Employment History
Current Registrations
Edward JonesBroker
Edward Jones
Previous Registrations
Osaic Wealth, INC.Broker
Keeler Thomas Management LLC
Sagepoint Financial, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Zions Investment Securities, INC
Zions Investment Securities, INC.Broker
Wells Fargo Van Kasper, LLCBroker
First Security Van Kasper, INC.Broker
First Security Investor Services, INC.Broker
State Registrations7 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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