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Eugene Sanders

46 Years of Experience
Chickasha, OK
1 DisclosureBroker

Eugene Sanders is a registered investment advisor at Edward Jones, based in Chickasha, OK, with 46 years of industry experience. Eugene 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

328 W Kansas Ave, Chickasha, OK, 73018-3668

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History

Regulatory History (1)
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Customer Dispute
July 2002
Closed-No Action
Other Business Activities

Eugene owns multiple rental properties in Oklahoma and serves on the board of directors for the Chickasha Rotary Club. He spends minimal time on these activities.

Employment History
Current Registrations
Edward Jones
May 2007 - Present · 19 yrs 5 mos
Edward JonesBroker
July 1980 - Present · 46 yrs 3 mos
State Registrations20 states
AKARAZCACOFLGAKSLAMNMONENMNVNYOHOKSCTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.