Fees and pricing

Edward Jones offers a consultative, individualized approach to addressing your financial needs, including education savings, retirement planning and insurance.

 An Edward Jones advisor consults two clients on their financial options.

Personalized solutions and costs

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.

With us you decide:

  • How hands-on you want to be
  • The different types of investments you wish to own
  • How much monitoring and communication you prefer
  • How much money you 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 will pay when a trade is placed (commissions) or pay a percentage of your assets annually (fee-based).  

Your decisions help determine which account type is best for you. With all our options, your financial advisor helps you by:

  • Building customized financial strategies that work for your goals and comfort with risk
  • Providing the knowledge and guidance you need to feel confident, informed and in control of your future
  • Staying connected throughout your journey to help keep you on track.
Account Type, Costs and Fees, Minimum Investment
Account TypeCosts and FeesMinimum Investment
Brokerage Account
You choose your investments, and your financial advisor provides advice based on Edward Jones guidance. You determine if, when and how to make changes.

You pay a commission when you buy and sell certain investments, generally ranging from 0.5% to 3.0%, which may be lower and vary based on the type and amount of the investment you trade. 

 

Some investments may also have third-party internal expenses.

 

 Since you pay per transaction, you have more control, but your total expenses may be less predictable.

No account minimum; however, some investments require minimum purchase amounts.
Edward Jones Guided Portfolios®
Based on your goals and comfort with risk, you and your financial advisor build and maintain a portfolio within our asset allocation guidance.

You pay a simple monthly program fee based on the assets in your account. 

 

This program fee starts at 1.5% (annualized), with lower tiers and reduced rates for higher asset levels. 

 

Some investments may also have third-party internal expenses. 

 

Paying an ongoing fee can make expenses more predictable over time.

$25,000
Edward Jones Portfolio Program®
Based on your goals and comfort with risk, you and your financial advisor will choose a portfolio model that aligns with Edward Jones guidance. Your portfolio will be invested and automatically rebalanced when it drifts from the original target allocations of your selected portfolio model.

You pay a simple monthly fee, comprised of a program fee and an investment management fee, based on the assets in your account. 

 

The program fee starts at 1.5% (annualized), with lower tiers and reduced rates for higher asset levels. 

 

The investment management fee ranges from 0.43% to 0.60%, depending on your selected portfolio model, and is charged by a third-party for the management of funds. 

 

Paying an ongoing fee can make expenses more predictable over time.

$15,000

Before you make any decisions about your path forward, we want to understand what’s important to you – and that doesn’t cost you anything. After that, we work together to determine what solutions match your specific needs, discuss the costs of each of those solutions, and reevaluate regularly to help make sure your choices still align with your goals.

Ready to have a conversation? Contact your local Edward Jones financial advisor today.

Important information:

 

Edward Jones is a limited partnership in Canada and is a wholly owned subsidiary of Edward D. Jones & Co., L.P., a Missouri limited partnership. Edward D. Jones & Co., L.P., does business in Canada as Edward Jones and is a wholly owned subsidiary of The Jones Financial Companies, L.L.L.P., a limited liability limited partnership.

 

Edward Jones Guided Portfolios® is a fee-based account. Please review the applicable Edward Jones Guided Portfolios Agreement for more information. Many of the investments in Guided Portfolios are offered by prospectus. You should consider the investment objectives, risks, and charges and expenses carefully before investing. The prospectus contains this and other important information. Where applicable, your Edward Jones advisor can provide a prospectus, which you should read carefully before investing.

 

The Edward Jones Portfolio Program® is a comprehensive managed investment program that combines personal investment strategy driven by the advisor and professional portfolio management driven by a global asset manager SEI Investments Canada Company.

 

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service, such as the Edward Jones Portfolio Program® (the “Program”). SEI Investments Canada Company (“SEI”) is the Manager of the Program. Before investing, please read the prospectus of the mutual fund in which an investment may be made under the Program. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. For more information about SEI and the SEI family of mutual funds, visit www.seic.com. The underlying funds and their weightings in each portfolio are subject to change from time to time at the Manager’s discretion. The portfolio managers or the allocations of assets to a particular portfolio manager are subject to change from time to time at the Manager’s discretion.