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1. • • Edward Jones invests and manages your account. Annual Program Fee of 1.35%, with lower tiers and reduced rates for higher asset levels. Annual Portfolio Strategy Fee of 0.09% or 0.19% depending on account type, with lower tiers and reduced rates for higher asset levels. SMA manager fees also apply (PDF).
     www.edwardjones.com › us-en › working-financial-advisor

     Financial Advisor Costs & Fees | Edward Jones

2. People also ask

   Does Edward Jones' annual fee include internal investment expenses?

   • And Edward Jones says that this annual fee does include internal investment expenses. The management fee (also referred to as the “program fee”) begins at 1.35% for an investment of $250,000. It scales down from there, reaching a rate of 0.50% for assets valued over $10m.

   Edward Jones review: Are you getting a fiduciary for the fees? - Money…

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   Does Edward Jones charge a fee?

   • This is certainly the case with Edward Jones, which has a number of fees. These depend on the type of account you choose. A Select Account incurs commissions on investments. For all other account types, the broker charges a Program Fee that's a percentage of the value of your account.

   Edward Jones review: Are you getting a fiduciary for the fees? - Money…

   moneywise.com/investing/reviews/edward-jones

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   Does Edward Jones charge an IRA fee?

   • The current version of the Schedule of Fees for IRAs can be found at edwardjones.com/disclosures. The fee does not apply to Edward Jones investment advisory accounts. The fee is waived for pricing groups with $250,000 or more in assets under care. For details, visit www.edwardjones.com/pricinggroup.

   Schedule of Fees for Individual Retirement Accounts - Edward Jones

   www.edwardjones.com/sites/default/files/acquiadam/2022-12/ira-schedule-of-fees.pdf

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   Do Edward Jones financial advisors provide a prospectus?

   • Your Edward Jones financial advisor can provide a prospectus, which you should read carefully 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.

   Financial Advisor Costs & Fees | Edward Jones

   www.edwardjones.com/us-en/working-financial-advisor/fees

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3. www.edwardjones.com › feesFinancial Advisor Costs & Fees | Edward Jones

   www.edwardjones.com › fees

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   Annual Portfolio Strategy Fee of 0.09% or 0.19% depending on account type, with lower tiers and reduced rates for higher asset levels. SMA manager fees also apply (PDF). Some investments have third-party internal expenses. $25,000 for Fund Models (mutual funds and/or ETFs).

4. moneywise.com › investing › reviewsEdward Jones Review: Are You Getting a Fiduciary for the Fees?

   moneywise.com › investing › reviews

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   Feb 29, 2024 · Note that the costs you pay in a Guided Solutions accounts are fee- based, not fee-only. And Edward Jones says that this annual fee does include internal investment expenses. The management fee (also referred to as the “program fee”) begins at 1.35% for an investment of $250,000.

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   • How do I contact Edward Jones?

     There are multiple ways to get in contact with a member of the Edward Jones team. First, you can use their website's search tool to find a financia...
   • Who should use Edward Jones?

     Investors with a high net worth are more likely to be able to afford the high fees that Edward Jones charges and may prefer the in-person advice th...
   • Who is Edward Jones not suited for?

     The average investor looking to set up a regular taxable brokerage account or a college savings account will often find more value elsewhere. The f...

5. www.edwardjones.com › ira-schedule-of-feesSchedule of Fees for Individual Retirement Accounts

   www.edwardjones.com › ira-schedule-of-fees

   All fees are subject to change without notification. The current version of the Schedule of Fees for IRAs can be found at edwardjones.com/disclosures. The fee does not apply to Edward Jones investment advisory accounts. The fee is waived for pricing groups with $250,000 or more in assets under care.

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