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
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.
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1.08% is a pretty bad fee anyway. Get your money out of there and just buy index funds yourself.
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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.
Edward Jones
edwardjones.com › us-en › working-financial-advisor › fees
Financial Advisor Costs & Fees | Edward Jones
There are many benefits to working with a financial advisor, so before you make any decisions about your path forward, we want to understand what’s important to you. Contact an Edward Jones financial advisor for a no-cost, no-obligation consultation today.
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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 that its team can offer. But should everyday investors use Edward Jones? This arguably depends on your level of expertise. But if you know how investments work and don't need a lot of hand-holding, you could probably save a lot of money in advisory fees by choosing a commission-free stock broker or low-cost robo-advisor instead.
moneywise.com
moneywise.com › investing › reviews › edward-jones
Edward Jones Review: Are You Getting a Fiduciary for the Fees?
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 financial advisor near you. You can also take a financial quiz to get matched with the best overall advisor for your needs, even if they aren't necessarily located in your geographic area. For customer service questions or complaints, you can call 800-441-5203 or email [email protected]. Edwards Jones' customers service hours are 7 AM to PM (CT) on Monday through Friday and 8 AM to 4 PM (CT) on Saturday and Sunday.
moneywise.com
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Edward Jones Review: Are You Getting a Fiduciary for the Fees?
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 fees simply don't justify the benefits unless you're in it for the very long term. When You could argue that the time it takes to learn how to invest money sensibly is much cheaper than the ongoing fees you pay setting up an advisory plan or investing in a mutual fund through this broker. While you have access to high-quality advice, the high fees will be charged as long as your account is open. The investment of time to learn to manage your own fund
moneywise.com
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Edward Jones Review: Are You Getting a Fiduciary for the Fees?
Edward Jones
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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. Understanding how we are compensated for Financial Services (PDF) Section 1: How you and your financial advisor work together
Edward Jones
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Fees and account types | Edward Jones
Edward Jones offers a consultative, individualized approach to addressing your financial needs, including education savings, retirement planning and insurance. Investing isn't a one-size-fits-all endeavor. So, if you’re wondering, “How much does a financial advisor cost?” or, “What is the fee for a financial advisor?” there isn’t a one-size-fits-all answer. What you want to do with your money is unique to you, and the solutions that are right for you are just as unique.
StockAnalysis
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Edward Jones Review 2026: Pros, Cons, Fees, & More
February 18, 2025 - In all, Edward Jones clients should expect to pay at least 2% per year in fees. Additionally, Edward Jones advisors are not fiduciaries, which means they're not required to act in their clients' best interests.
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
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Run Just get an account with Vanguard, Fidelity or Schwab.
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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.
Unbiased
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Edward Jones Financial Advisor Review 2025 - unbiased.com
December 22, 2023 - You can get the advice you need and learn more about managing your money and financial future. ... Yes, Edward Jones charges an annualized advisory fee based on the value of assets held in the client's account.
Moneywise
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Edward Jones Review: Are You Getting a Fiduciary for the Fees?
September 25, 2024 - You can find a fee-only financial advisor who charge a flat rate (typically between $2,000 and $5,000 depending on your assets and financial situation) who will help manage your finances, set you up for success, and then cut ties with your money ...
Bogleheads.org
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If I have a million with Edward Jones, in 10 years, how much money has my FA made off me? - Bogleheads.org
Check out the NAPFA website for more comprehensive information on this. You should stay away from brokerage firms if at all possible. Paying someone an "AUM" fee is going to be an ongoing, costly fee. Don ... Assuming 1% AUM, Edwards Jones will bring in $10,000 revenue from your one account.
Million Dollar Journey
milliondollarjourney.com › edward-jones-review.htm
Edward Jones Canada Review 2026 - Is it Worth it?
2 weeks ago - Here’s a hypothetical look at how I personally think (based on publicly-available data) your money would be likely to grow: ... *Note: Edward Jones Canada lists their Guided Portfolio program fees as “starts at 1.5%” here on their website.
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
I found an old receipt from the ... was charged $800 by a cpa for having her taxes done. ... Location: U.S. ... These threads make me so happy I use Fidelity index funds - 3 fund portfolio. Life is more than grinding it out in some drab office setting for an arbitrary number. This isn't a videogame where the higher score is better. -Nathan Drake ... bigtex wrote: Thu Mar 07, 2019 1:23 pm Don't worry I am not looking to ever move money to Edward Jones, but I want ...
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.
Top Rated Firms
topratedfirms.com › brokers › fees › edwardjones-fees-schedule.aspx
Edward Jones Fees Schedule and Commissions (2026)
An IRA at Edward Jones set up as a brokerage account is subject to an annual fee of $75. If it’s a business IRA (SEP or SIMPLE), the fee is reduced to $40. In both cases, brokerage clients with household assets above $250,000 don’t have to pay the fee. A brokerage IRA also has to pay 2% ...
Financial Planning
financial-planning.com › news › edward-jones-introduces-flat-fee-model-for-financial-planning
Edward Jones introduces flat-fee model for financial planning | Financial Planning
October 10, 2024 - The new offering, rolled out to 600 advisors this month, will let clients pay $3,600 a year for services that extend beyond asset management to include tax and trust planning.
The Daily Upside
thedailyupside.com › home › advisor › practice management › edward jones trims fees for mass affluent clientele
Edward Jones Trims Fees for Mass Affluent Clientele - The Daily Upside
September 12, 2024 - Fees tend to tick up for clients with fewer assets, and can decrease for wealthy investors. Edward Jones charges just 50 basis points for accounts over $10 million, according to reports.
Hows.tech
hows.tech › 2025 › 06 › how-much-does-edward-jones-charge-to.html
How Much Does Edward Jones Charge To Manage Your Account
What it is: This is a commission-based account. You, the client, choose your investments, and your financial advisor provides advice based on Edward Jones' guidance. You retain control over when and how to make changes. How you're charged: You pay a commission each time you buy or sell certain investments.
Impersonal Finances
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You’re Probably Getting Screwed By Edward Jones Fees - Impersonal Finances
January 14, 2025 - Say what you want about Edward Jones, but they didn’t steal your money. Unfortunately you probably should have stayed in the market. You’d probably have more than your original cost basis at this point. ... You are incorrect. I just left EJ after 3 years of HELL. The outrageous fees platform fees etc. is ridiculous. I suggest you read EJ info. on all the fees they charge.
The College Investor
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Edward Jones Review - High Fees, Poor Reviews
Edward Jones
Edward Jones (EJ) is a full-service investment brokerage firm that does estate planning, financial planning, retirement planning, and more. Edward Jones is a full-service brokerage that charges hefty fees in exchange for the in-person support that it provides from local advisors.
AdvisorHub
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Edward Jones to Allow Advisors to Charge for Financial Planning, Expand SMA Program - AdvisorHub
June 17, 2025 - It replaced Edward Jones’ Portfolio Strategy Fee, which had started at 0.09% and was similarly cheaper for those with more assets but also varied depending on the advisory program and account type. ... I currently have some money with Edward Jones, but if he starts charging me more than the fee, I will move it back to my credit union.