Fees and other compensation
Overview
Edward Jones offers ERISA plan fiduciaries electronic access to certain fee and expense information related to mutual funds, fixed income and equity investment options available to Edward Jones employee benefit retirement plan participants.
As a plan fiduciary, you should review the following fee disclosures to assist with meeting your fiduciary obligations. This information is meant to help you evaluate the overall costs of various investment options, potential conflicts of interest and the reasonableness of the fees charged for the services being provided by Edward Jones and your financial advisor. The investment options available at Edward Jones may change from time to time. As the responsible plan fiduciary, you should visit this website for current and updated information on a regular basis. For detailed information about how Edward Jones and your financial advisor are compensated for the various services and products provided to our clients, see Important Information Regarding Your Accounts with Edward Jones.
Fees and compensation
- Annuities
- Edward Jones Advisory Solutions®
- Equities and Exchange Traded Funds (ETFs)
- Fixed Income
- Life Insurance
- Money Market Funds
- Mutual Funds
- Networking Service Fees and Shareholder Accounting Fees
- Overnight Investments
- Trade Corrections
- Plan Service Fees:
- Unit Investment Trusts (UITs)
Helpful resources
Important information:
For future updates and changes or for a full listing of the fees and payments Edward Jones receives in connection with individual mutual funds, equity transactions, fixed income transaction and insurance and annuities please visit this website at regular intervals. Compensation related information may change from time to time and Edward Jones will update compensation information on this website on a monthly basis. If the specific platform or provider associated with your plan changes, Edward Jones will provide you with an updated disclosure document within 60 days of being notified of the change, if applicable. It is very important that you keep Edward Jones and your financial advisor updated with regard to any changes to the plan including its structure, platform type, investment options or other service providers.