Our minimums vary by account type, and we believe in transparency. Our commissions and sales charges are explained in detail here.

Edward Jones Select account

Commission based
$0 minimum 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.

Edward Jones Guided Solutions®

Fee based: starting at 1.40%
$5,000 minimum investment
Based on your goals and comfort with risk, you and your financial advisor build and maintain a portfolio within our asset allocation guidance.

Edward Jones Advisory Solutions®

Fee based: starting at 1.40%
$25,000 minimum 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.

Edward Jones Select account

This account offers you a hands-on approach with a wide range of investment choices including stocks, bonds, certificates of deposit (CDs), mutual funds, exchange-traded funds (ETFs) and annuities.

Edward Jones Guided Solutions® Flex accounts

This account offers you a hands-on approach with guardrails, account alerts and a flexible choice of investment options including stocks, mutual funds and ETFs, as well as bonds and CDs.

Edward Jones Guided Solutions® Fund accounts

This account offers you a hands-on approach with guardrails, built-in rebalancing and an extensive list of mutual funds and ETFs.

Edward Jones Advisory Solutions® UMA Models

If you’d like to leave day-to-day investing decisions to the professionals, and want to potentially benefit from tax efficiencies, Advisory Solutions Unified Managed Account (UMA) Models can manage your portfolio for you.

Edward Jones Advisory Solutions® Fund Models

Edward Jones Advisory Solutions® Fund Models is a service that lets you select a portfolio objective, then delegate the day-to-day investment decisions to a team of research analysts.

Financial Advisor Managed Solutions™

More information can be found here.

Step away from day-to-day portfolio management by delegating investment decisions and rebalancing to your financial advisor.

For Edward Jones Select accounts, 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.

For Edward Jones Guided® and Advisory® Solutions, an annual Program Fee of 1.35% and a Platform Fee of 0.05% also apply. More details can be found here.

We’ll get to know each other first. Then we’ll begin a 5-step process that includes understanding your goals, making a plan and checking in regularly to keep things on track. Alternatively, we have more self-directed options and full management options too.

We’ve spent the last century helping investors achieve what’s most important to them using a straightforward investing philosophy: Maintain a long-term perspective, focus on quality, and manage risk through diversification.