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You’ll work with your financial advisor to build your portfolio from a selection of investments approved by our research analysts. You’ll make the final decisions on what to buy or sell, with your financial advisor by your side, offering education, advice and recommendations. Because you make the specific investing decisions, Guided Solutions may be appropriate for investors who are accessible and like to be closely involved.
It's important for us to understand your goals, comfort with risk and the length of time you have to reach your goals. We'll meet with you to discuss this and then work with you to select the portfolio objective that's right for your situation. Using your portfolio objective as a framework, you'll then work closely with your financial advisor to build your portfolio to ensure it aligns to those goals and objectives, and Edward Jones' guidance. The final decision on all buys and sells is yours.
You'll have access to a wide range of eligible investment choices as you build your portfolio, including stocks, ETFs and mutual funds. Individual bonds and CDs are also available for accounts with $50,000 or more. The initial investment minimum amount to open an account is $25,000.
With Guided Solutions, you should expect to adjust your portfolio periodically to adapt to your evolving investment needs and stay aligned with our guidance. But you and your financial advisor won't be the only ones monitoring your portfolio. Advanced technology working behind the scenes will help you stay on track to meet your goals. If your portfolio moves outside of the range set by your goals, you'll receive an alert and then you must work together with your financial advisor to make adjustments.
The Program Fee begins at 1.35% and is tiered so additional invested assets are subject to lower fees. The fees do not include internal investment expenses.
This 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. It does not include the internal expenses of the mutual funds and ETFs you own. Your Program Fee may be lower depending on the value of your assets in the program. 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 advisor. 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. Please review the applicable Edward Jones Guided Solutions Brochure for more information.
Many of the investments available in Guided Solutions 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.