Erica Sheridan
Erica Sheridan is a registered investment advisor at Edward Jones, based in Lexington, MI, with 19 years of industry experience. Erica 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
5590 Main Street Suite 2A, Lexington, MI, 48450
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business ActivitiesSells Insurance
Erica is a board member of the Sanilac County Community Foundation. She also holds a real estate license and is a partner in The Campbell Kids LLC, a rental building, but reports no responsibilities or compensation from either.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations22 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.