Shawn Sanchez is a registered investment advisor at Edward Jones, based in Auburn, CA, with 10 years of industry experience. Shawn 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
200 Auburn Folsom Rd Ste 105, Auburn, CA, 95603
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Regulatory History (1)
Financial
September 2023Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
Wells Fargo Advisors, LLCBroker
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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