Financial advisor costs and fees
Working with an Edward Jones financial advisor means you have a partner who deeply understands you and your goals. Understanding the costs and fees associated with the accounts that can support your goals is an integral part of your relationship with us.
Accounts, fees and costs
Working with an Edward Jones financial advisor means you have a partner who deeply understands you and your goals. Understanding your costs and fees is an integral part of that partnership. How much a financial advisor costs depends on the type of account you open.
We’ve designed our account options so you can choose the approach that works 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.
Financial advisor account types
Edward JonesSelect Account
Commission based
$0Minimum investment
You choose your investments, and your financial advisor provides advice based on Edward Jones guidance. You determine if, when and how to make changes.
Learn moreEdward JonesGuided Solutions®
Fee based: Starting at 1.40%
$5,000Minimum investment
Based on your goals and comfort with risk, you and your financial advisor build and maintain a portfolio within our asset allocation guidance.
Learn moreEdward JonesAdvisory Solutions®
Fee based: Starting at 1.40%
$25,000Minimum investment
You and your financial advisor select one of our portfolio models that aligns with your goals and comfort with risk. Edward Jones invests and manages your account.
Learn moreAccount fees and costs
Edward Jones Select Account
Costs include Commissions and sales charges when you buy and sell investments, generally ranging from 0.75% to 5.75%, which may be lower and vary based on the type and amount of the investment you trade.
Some investments have third-party internal expenses.
No account minimum; however, some investments require minimum purchase amounts.
Return to Select AccountEdward Jones Guided Solutions®
Based on your goals and comfort with risk, you and your financial advisor builds and maintains a portfolio within our asset allocation guidance. The annual Program Fee is 1.35% and the annual Platform Fee is 0.05%, with lower tiers and reduced rates for higher asset levels.
Some investments have third-party internal expenses.
$5,000 is the account minimum for Fund accounts with mutual funds and ETFs. $25,000 is the account minimum for Flex accounts with mutual funds, ETFs and stocks. $50,000 is the account minimum for Flex accounts with mutual funds, ETFs, stocks, bonds and CDs.
Return to Guided SolutionsEdward Jones Advisory Solutions®
You and your financial advisor select one of our portfolio models that align with your goals and comfort with risk. Edward Jones invests and manages your account. The annual Program Fee is 1.35% and annual the Platform Fee is 0.05%, with lower tiers and reduced rates for higher asset levels. SMA manager fees also apply (PDF).
Some investments have third-party internal expenses.
There is a $25,000 account minimum for Fund Models (mutual funds and/or ETFs). There is a $300,000 account minimum for Unified Managed Account Models – Tax-managed portfolios containing mutual funds, ETFs and/or separately managed accounts (SMAs). For UMA models investing in a Balanced growth & income, Balanced toward growth, growth focus or all-equity focus portfolio objective, including custom models containing SMAs, the initial minimum investment amount is $300,000, with additional options available at $500,000 and $1 million. For UMA models investing in an income focus or balanced toward income portfolio objective, including custom models containing SMAs, the initial minimum investment amount is $500,000, with additional options available at $1 million.
Return to Advisory SolutionsThere 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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Find a Financial AdvisorImportant information:
Many of the investments available through Edward Jones 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. Your Edward Jones financial advisor can provide a prospectus, which you should read carefully before investing.
Edward Jones is a dually registered broker-dealer and investment adviser. Edward Jones Advisory Solutions® is a wrap-fee program that provides investment advisory services for an asset-based fee. Depending on a client’s minimum investment, a client can select Fund models, which invest in affiliated mutual funds (if available), unaffiliated mutual funds and exchange-traded funds (ETFs), or UMA models, which also include separately managed accounts (SMAs). Please review the applicable Edward Jones Advisory Solutions Brochure for more information.
Edward Jones Guided Solutions® is a client-directed wrap-fee program designed to provide the client with ongoing investment advice, guidance and services for an asset-based fee. Depending on a client’s minimum investment, a client can select a Guided Solutions Fund account, which permits investment in eligible mutual funds and exchange-traded funds (ETFs), or a Guided Solutions Flex account, which also permits investment in eligible stocks and, for accounts of $50,000 or more, individual bonds and CDs. Within the Guided Solutions Fund account, accounts can be established with an initial investment amount of less than $5,000 and are not subject to an account minimum. Until these accounts reach $5,000, they are limited in the number and types of investments that may be purchased or held. Please review the applicable Edward Jones Guided Solutions Brochure for more information.
The Edward Jones Select account is a transactional (brokerage) account. You pay a commission when you buy and sell certain investments. Some investments, such as mutual funds, may also have internal expenses in addition to a sales charge. There is no minimum investment for a Select Account; however, some investments in Select accounts require minimum purchase amounts. In an Edward Jones Select account, you can build your portfolio with a range of investment choices that includes stocks, bonds, CDs, mutual funds, exchange-traded funds (ETFs) and annuities.
Certain brokerage accounts may not be part of the Select account program. These accounts include some non-ERISA retirement plans, ERISA retirement plans, Flex Fund accounts and pooled employer retirement plans. Please contact your financial advisor for additional information. Purchases of annuities in a Select account may require at least a $10,000 minimum.
Related links
Best Interest & Client Relationship Summary
Brokerage Account Agreements