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If you like having the final yes/no on all investment decisions, a brokerage account lets you take that role when building and managing your portfolio. You'll have a wide range of investment choices to work with and a high degree of flexibility in how you manage them and how active you want to be.
We'll provide the framework. You decide how you want to use it. Your financial advisor will work with you to provide guidance you can use to help build your portfolio based on your goals, comfort with risk and time horizon. How you choose to implement this guidance with your financial advisor is up to you – you make the final decision on all buys and sells.
In a traditional brokerage account, you can build your portfolio with a broad range of investment choices that include stocks, bonds, mutual funds, exchange-traded funds (ETFs) and unit investment trusts (UITs). Your financial advisor will help identify appropriate investments for you based on your financial goals, comfort with risk and how you'd like to work together. The investments Edward Jones recommends are evaluated by our experienced team of analysts and strategists, and emphasize our philosophy of quality investments, diversification and a long-term focus.
An important step in reaching your goals is ensuring your investments stay aligned to your goals and comfort with risk. You and your financial advisor will meet at least once a year to review your account. Working together, you can determine when and how you will rebalance or make changes to your account in order to keep your portfolio on track. Additionally, online access and regular statements can you help stay as involved and informed as you'd like to be.
You pay when you buy or sell investments, and this may be in the form of a commission (a percentage of the amount bought or sold) or a markup/markdown on the price of the investment (typically on bonds). Some investments, such as mutual funds, may also have internal expenses in addition to a sales charge. This pay-as-you-go approach gives you a lot of control over your expenses, but it also means they may be less predictable. With no minimum amount required to open an account, it's easy for you to get started.
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