If you'd prefer not to be involved in day-to-day investment decisions, Advisory Solutions Fund Models let you delegate that work to a team of investment professionals. After you select a portfolio objective and a Fund Model, a team of research analysts will manage your chosen Model.
First, we'll help you select a portfolio objective. This will serve as a guide for your overall investment strategy by determining the target allocation ranges for investments you should have in your portfolio – based on your risk tolerance, timeline and goals. Using that information, we'll help you choose from over 90 Research Models we have available. After that, professionals will manage your chosen model, making the day-to-day investment decisions to keep your account aligned with your portfolio objective and our guidance.
Each Research Model is designed by a team of professionals at Edward Jones and contains a mix of mutual funds and/or exchange-traded funds (ETFs). The advantage of using a Fund Model is that your portfolio's investments are instantly diversified and pre-selected to meet a specific goal.
We will monitor your account and automatically rebalance it if it drifts from your model's target allocation ranges. This helps ensure your investments stay aligned with our guidance and your needs and goals. In addition to regular account statements that detail your progress, you'll receive Quarterly Performance Reports and meet with your financial advisor at least once a year to review your progress.
To get started with an Advisory Solutions Fund Model, you will need an initial investment of $25,000 or more. Advisory Solutions fees include a Program Fee of 1.35% or lower and a Portfolio Strategy Fee of 0.09% or lower, based on your situation. The Program Fee includes your financial advisor's services, trading costs, performance reporting, evaluation and selection of investments for the program by Edward Jones research professionals, and other services to keep your account aligned with our guidance. The Portfolio Strategy Fee covers professional portfolio management, including model construction and active management, and for UMA Models, overlay management. The fees do not include the internal expenses of the mutual funds and ETFs you own. Paying an ongoing fee can make expenses more predictable but can be more expensive over time.
Your account is subject to a minimum monthly fee, which could make the Program Fee higher than 1.35%.
Contact a financial advisor.
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. Please review the applicable Edward Jones Advisory Solutions Brochure for more information.
Many of the investments in Advisory Solutions are offered by prospectus. You should consider the investment objective, risks, and charges and expenses carefully before investing. The prospectus contains this and other information. Your Edward Jones financial advisor can provide a prospectus, which you should read carefully before investing.