UITs
Fees and expenses
Unit Trusts typically have a front-end sales charge or a combination of a front-end and deferred sales charge. Edward Jones receives a portion of the sales charge from the provider sponsoring the UIT. Edward Jones does not receive commissions from the sale or liquidation of UITs. In addition, UITs have built-in operating expenses that affect their return. For more details, see Important Information Regarding Your Accounts with Edward Jones.
See Unit Investment Trust Compensation Schedule (PDF) for specifics.
For detailed information on the operating expenses that are included in each UITs prospectus, see your financial advisor.
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.