Mark Sanborn is a registered investment advisor at Edward Jones, based in Angola, IN, with 20 years of industry experience. Mark 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
643 N Wayne St, Angola, IN, 46703
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2016Other Business Activities
Mark is a partner in Sanborn Brothers Partnership, renting real estate since 1997, and president of BMR Properties LLC, a property rental business since 2024. These activities require minimal time and are not investment-related.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations17 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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