1.08% is a pretty bad fee anyway. Get your money out of there and just buy index funds yourself. Answer from Deleted User on reddit.com
Edward Jones
edwardjones.com › us-en › working-financial-advisor › fees
Financial Advisor Costs & Fees | Edward Jones
Edward Jones Advisory Solutions® is a wrap-fee program that provides investment advisory services for an asset-based fee. Depending on a client’s minimum investment, a client can select Fund models, which invest in affiliated mutual funds (if available), unaffiliated mutual funds and exchange-traded funds (ETFs), or UMA models, which also include separately managed accounts (SMAs).
Edward Jones
edwardjones.com › us-en › disclosures › account-fees
Account fee disclosures | Edward Jones
Important information about fees and other charges that may apply to your account. ... Match with Financial Advisors personalized for you. Consultations are complimentary. ... Information about the services, fees and agreements that are part of your relationship with us. ... 1For Edward Jones Select Retirement accounts opened on or after June 9, 2017, go to edwardjones.com/custodialagreements to view Edward Jones Trust Company Individual Retirement Account agreements and additional applicable schedule of fees.
Edward Jones
edwardjones.com › us-en › investment-services › accounts-overview › brokerage
Select Accounts | Edward Jones
With no minimum amount required to open an account, it's easy for you to get started. Your financial advisor will clearly explain all costs associated with any transaction or service. For additional details regarding costs, fees and expenses associated with an Edwards Jones Select Account, ...
Edward Jones
edwardjones.com › us-en › disclosures › account-fees › our-compensation-fees
Our compensation and fees | Edward Jones
At Edward Jones, we believe that the best investor is a well-informed investor. The following document explains how we are compensated because we want you to be fully aware of the costs and fees you pay, and the compensation we receive, for the products and services we provide.
Edward Jones
edwardjones.com › sites › default › files › acquiadam › 2022-07 › edward-jones-select-retirement-account-schedule-of-fees.pdf pdf
Select Retirement Account Schedule of Fees
All fees are subject to change without notification. The current version of the Edward Jones Select Retirement Account Schedule of Fees can be found at
Reddit
reddit.com › r/bogleheads › edward jones advisor swears no fees other than 1.08% annual. how can i find hidden fees?
r/Bogleheads on Reddit: Edward Jones advisor swears no fees other than 1.08% annual. How can I find hidden fees?
July 9, 2024 -
I have been researching posts about hidden fees from Edward Jones. I met with my advisor and asked for a summary of cost report and other things. He said he would get that report to me. He said our Guided solution flex funds that include a traditional IRA and Joint Tenants With Right of Survivorship are wiped from all front and back load fees. On average, in the last 10 years, one made 5.5% and the other 7%. I specifically asked about fees Edward Jones might have in buying or selling, I had the fee schedules printed out and pointed to several things. He still said that our accounts specifically did not include these fees. They are not stock accounts but mutual funds and bonds. On average, in the last 10 years, one made 5.5% and the other 7%. Not that great of a return. How can I verify that there truly are no additional fees? He is a friend and gives us a 20% discount on the annual fee.
Top answer 1 of 69
673
1.08% is a pretty bad fee anyway. Get your money out of there and just buy index funds yourself.
2 of 69
154
Before we left EJ I asked the advisor “how do you get paid?” He smiled and said “don’t worry about me, my kids go to private school.” Transferred to vanguard the next day. His kids were like 5 and 7.
Bogleheads.org
bogleheads.org › board index › us investors › personal finance (not investing)
What Are the Actual Fees and Fee Types at Edward Jones? - Bogleheads.org
There are at least 2 account types at Edward Jones: Legacy and Guided Solutions. The Legacy has a $10 yearly account fee. Guided SOlutions I think is zero. The Legacy has no AUM fee, but typically has funds with front end loads. Guided Solutions has a 1.3% AUM fee which drops somewhat as you ...
Top Rated Firms
topratedfirms.com › brokers › fees › edwardjones-fees-schedule.aspx
Edward Jones Fees Schedule and Commissions (2025)
Some strategies may have extra charges up to 0.40% yearly, which makes the highest possible fee 1.75% per year. Advisory accounts kept outside of Edward Jones may also be charged commissions on trades, which can increase costs. The good news is that fees are negotiable, and advisors can reduce them.
Edward Jones
edwardjones.com › edward jones › investment services › accounts overview
Edward Jones Accounts | Edward Jones
Edward Jones Advisory Solutions® is a wrap fee program that provides investment advisory services for an asset-based fee. Depending on a client’s minimum investment, a client can select Fund Models, which invest in affiliated mutual funds (if available), unaffiliated mutual funds and exchange-traded funds (ETFs), or UMA Models, which also include separately managed allocations (SMAs). Please note that Benefit Plan accounts (as defined in the Client Agreement and Brochure) participating in Advisory Solutions Fund Models prior to June 1, 2018, do not pay the Portfolio Strategy Fee.
Edward Jones
edwardjones.com › sites › default › files › acquiadam › 2022-12 › ira-schedule-of-fees.pdf pdf
Schedule of Fees for Individual Retirement Accounts
Minimum $50.00 per calendar year per position held in the account. Additional fees and expenses may apply. ... 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.
Edward Jones
edwardjones.com › us-en › disclosures › account-fees › fees-compensation
Fees and Other Compensation | Edward Jones
Learn about the costs of various investment options, potential conflicts of interest and the reasonableness of the fees charged by Edward Jones.
Edward Jones
edwardjones.com › us-en › disclosures › account-fees › fees-compensation › advisory-solutions-fees
Advisory Solutions Fees | Edward Jones
Edward Jones charges an annualized fee, based on the value of assets held in the client's account.
StockAnalysis
stockanalysis.com › home › articles › edward jones review: what to know when choosing a financial advisor
Edward Jones Review 2025: Pros, Cons, Fees, & More
February 18, 2025 - For example, Edward Jones' mutual funds may include front-end load fees (a one-time charge for the initial purchase) as high as 5.75%, 12b-1 fees (an annual fee for marketing and selling the fund) as high as 1.00%, and expense ratios from 0.73–3.07%...
The Money Mustache Community
forum.mrmoneymustache.com › investor-alley › where-do-i-find-the-fees-in-my-edward-jones-accounts
Where do I find the fees in my Edward Jones accounts?
Where do I find the fees in my Edward Jones accounts? « previous next » · Print · Pages: 1 · Print · Pages: 1 · « previous next » · The Money Mustache Community » · Learning, Sharing, and Teaching » · Investor Alley » · Where do I find the fees in my Edward Jones accounts?
Impersonal Finances
impersonalfinances.com › home › investing › you’re probably getting screwed by edward jones fees
You’re Probably Getting Screwed By Edward Jones Fees - Impersonal Finances
January 14, 2025 - Despite the fact that I hadn’t heard from an Edward Jones rep in a decade before finally reaching out to them on my own, EJ collected an annual $40 fee out of my investment account for the service of “managing” my portfolio.
Financial Advisor IQ
financialadvisoriq.com › c › 4615424 › 610704 › edward_jones_trims_fees_advisory_accounts
Financial Advisor IQ - Edward Jones Trims Fees on Advisory Accounts
Select IssuePrint · Edward Jones Trims Fees on Advisory Accounts · New Jersey B-D, Affiliates to Pay $240K for Whistleblower Restrictions · SEC Drops In-House Court Cases After Supreme Court Ruling · Industry MovesMorgan Stanley Re-Ups 31-Year FA from Wells FargoBaird Bags $293M FA from RIA Giant Edelman ·
Edward Jones
edwardjones.com › us-en › investment-services › trust-company › disclosures › account-fees
Trust Company Account Fees | Edward Jones
Schedule of Fees for Custodial Individual Retirement Accounts (PDF) Pricing Group · Edward Jones Revenue Sharing (PDF) Trust, Investment Advisory & Trusteed IRA Accounts · Custody Fees (PDF) Disclosures and Fee Schedule (PDF) Trust Company Fee Disclosure (PDF) Match with Financial Advisors personalized for you.
Edward Jones
edwardjones.com › us-en › disclosures › account-agreements › retirement-account-agreements › individual-account-agreements › select-retirement-account-services-agreement
Edward Jones Select Retirement Account client services agreement
Edward Jones Select Retirement Account schedule of fee (PDF)
The College Investor
thecollegeinvestor.com › home › brokerages › edward jones review: high fees, poor reviews
Edward Jones Review - High Fees, Poor Reviews
Edward Jones
Some of the products Edward Jones sells come with high fees, such as life insurance and annuities. But that will be true at any other firm for those same financial products. What about trading stocks? If you're comfortable with self-directed trading, you probably don’t need a full-service firm. But should you choose EJ and you open a "Select Account... Edward Jones is a full-service brokerage that charges hefty fees in exchange for the in-person support that it provides from local advisors.
Reddit
reddit.com › r/investing › edward jones management fees
r/investing on Reddit: Edward Jones management fees
July 20, 2024 -
Hello,
Met with a local Edward jones agent recently to help manage my accounts. He stated their fee is 1.2% of assets managed annually. My question is… is that average? Does anyone have experience with other brokerages, at different rates. Appreciate any insights.
Thank you!
Top answer 1 of 5
70
Run Just get an account with Vanguard, Fidelity or Schwab.
2 of 5
52
I used to be a customer of Edward Jones. They were useful because I was hoarding a lot of cash under my mattress. They got me started investing, and for that I am thankful. However, once I educated myself on what feed drag does to a portfolio over a decades, as well as active versus managed funds, I dumped them. They had me in a lot of expensive funds, and my portfolio was unnecessarily complicated. They certainly made me a lot more money than I would have if I kept doing it in my old way. However, a boglehead approach is much much better. I'd recommend ripping the Band-Aid off and transferring over to Fidelity.