Samantha Anderson
Samantha Anderson is a registered investment advisor at Edward Jones, based in Carpinteria, CA, with 13 years of industry experience. Samantha 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
5320 Carpinteria Ave Suite J, Carpinteria, CA, 93013
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Regulatory History (1)
Customer Dispute
May 2025Other Business Activities
Samantha co-owns rental property in Sun Valley, CA since 2015 and owns rental property in Carpinteria, CA since 2025. These activities require minimal time and effort.
Employment History
Current Registrations
Edward Jones
Edward Jones
Edward JonesBroker
State Registrations20 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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