Edward Jones Reviews Mutual Fund Fees Charged to Customers
Fees and pricing
Edward Jones offers a consultative, individualized approach to addressing your financial needs, including education savings, retirement planning and insurance.
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Personalized solutions and costs
Investing isn't a 1-size-fits-all endeavour. And so, if you're wondering, "How much does a financial counselor toll?" or, "What is the fee for a financial advisor?" there isn't a one-size-fits-all answer. What yous desire to do with your money is unique to yous, and the solutions that are right for you are merely as unique.
With us you make up one's mind:
- How hands-on you want to exist
- The unlike types of investments you wish to own
- How much monitoring and communication yous adopt
- How much money yous want to invest
It's also important that you understand the costs and fees of our services and how you will pay for services within each solution, including whether you volition pay when a merchandise is placed (commissions) or pay a percentage of your avails annually (fee-based).
Your decisions help decide which business relationship blazon is best for you.
At that place are many benefits to seeing a fiscal counselor, so before y'all make any decisions virtually your path forrard, nosotros desire to sympathize what's important to yous – and that doesn't cost you anything. After that, we work together to determine what solutions friction match your specific needs, talk over the costs of each of those solutions, and reevaluate regularly to help brand sure your choices however align with your goals.
Step ane: Schedule a gratis meeting with an Edward Jones financial advisor to talk over your goals.
Pace 2: Talk over with your Edward Jones financial advisor which business relationship types and investments are in your best interest.
Step 3: Agree on next steps.
Ready to have a conversation? Contact your local Edward Jones fiscal advisor today.
Important information:
Many of the investments available through Edward Jones are offered past prospectus. You should consider the investment objectives, risks and charges and expenses advisedly earlier investing. The prospectus contains this and other important data. Your Edward Jones financial advisor can provide a prospectus, which yous should read advisedly before investing.
Edward Jones is a dually registered broker-dealer and investment adviser. Edward Jones Advisory Solutions® is a wrap fee program that provides investment advisory services for an asset-based fee. Depending on a client'southward minimum investment, a customer tin select Fund Models, which invest in affiliated common funds (if bachelor), unaffiliated mutual funds and exchange-traded funds (ETFs), or UMA Models, which also include separately managed allocations (SMAs). Please notation that Benefit Plan accounts (as defined in the Client Agreement and Brochure) participating in Advisory Solutions Fund Models prior to June 1, 2018, practise not pay the Portfolio Strategy Fee. Please review the applicative Edward Jones Advisory Solutions Brochure for more data.
Edward Jones Guided Solutions® is a customer-directed informational program designed to provide the client with ongoing investment advice, guidance and services for an asset-based fee. Depending on a client's minimum investment, a customer can select a Guided Solutions Fund Account, which permits investment in eligible mutual funds and substitution-traded funds (ETFs), or a Guided Solutions Flex Account, which likewise permits investment in eligible stocks and, for accounts of $50,000 or more than, individual bonds and CDs. Within the Guided Solutions Fund Account, accounts can be established with an initial investment amount of less than $5,000 and are not subject field to an account minimum. Until these accounts reach $v,000, they are limited in the number and types of investments that may be purchased or held. Please review the applicative Edward Jones Guided Solutions Brochure for more information.
The Edward Jones Select Account is a transactional (brokerage) account. Yous pay a commission when you buy and sell certain investments. Some investments, such equally mutual funds, may also accept internal expenses in addition to a sales charge. There is no minimum investment for a Select Account; withal, some investments in Select Accounts require minimum purchase amounts. In an Edward Jones Select Account, you lot tin can build your portfolio with a range of investment choices that includes stocks, bonds, CDs, mutual funds, commutation-traded funds (ETFs) and annuities.
Certain brokerage accounts may not be part of the Select Business relationship program. These accounts include some non-ERISA retirement plans, ERISA retirement plans, Flex Fund accounts and pooled employer retirement plans. Please contact your financial advisor for additional information. Purchases of annuities in a Select Account may require at to the lowest degree a $10,000 minimum.
Related links
Best Involvement & Client Human relationship Summary
Brokerage Account Agreements
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Source: https://www.edwardjones.com/us-en/working-financial-advisor/fees