Sandra Woods is a registered investment advisor at Edward Jones, based in Marshall, WI, with 22 years of industry experience. Sandra 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
Marshall, WI
Get directionsHistory
Regulatory History (1)
Criminal
April 1997Other Business Activities
Sandra owns rental property in North Port, Florida, since 2025. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Edward Jones
Previous Registrations
Edward Jones
Edward Jones
Edward JonesBroker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Amerifirst Capital CORP.Broker
Robert W. Baird & CO. IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
State Registrations51 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.