Edward Jones Financial Advisor Business Plan

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In other words, the firm prioritizes reliable, long-term growth over short-term plays.

The fees you pay will depend on the type of product you purchase.

Clients may also pay a portfolio strategy fee, with fees based on the below rates.

The following is a comparison between advisory fees at Edward Jones and the national median.

You can have a regular taxable brokerage account, traditional IRA, Roth IRA, 401(k), custodial account, college savings account and more.

If you’re interested in wealth management services, Edward Jones has four main options: Edward Jones selects stocks, bonds, CDs, mutual funds, exchange-traded funds (ETFs) and Unit Investment Trusts (UITs) for its clients based on a buy-and-hold philosophy.The same is true if you’re in a 529 plan or you’ve purchased an annuity.Edward Jones does not receive revenue sharing payments for assets within investment advisory programs like Guided Solutions and Advisory Solutions.The firm received first place in the same study in 2015.In 2017, the firm received an award from Wealth for corporate social responsibility.In 2004, Edward Jones paid million to the Securities and Exchange Commission (SEC) as part of a settlement after it was alleged that the firm failed to disclose revenue sharing payments it received from a group of mutual fund families.To open an account, you can visit the Edward Jones website to find the advisor closest to you and schedule an appointment.As mentioned previously, Edward Jones receives revenue sharing payments from virtually every mutual fund, 529 program and annuity that it purchases on behalf of their clients.If you have a brokerage account with Edward Jones and your portfolio includes mutual funds, Edward Jones likely is receiving revenue sharing for those products and therefore has a conflict of interest.Please note that these are merely estimates and actual fees will vary.These estimates only take into account the base advisory fee.


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