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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 work closely with your financial advisor to build your portfolio to ensure it aligns to those goals and objectives, and Edward Jones' guidance. If you stay within the guidance provided by Edward Jones investment professionals, the final decision on all buys and sells is yours.
With a Guided Solutions Fund Account, you'll have the ability to choose from an extensive list of eligible mutual funds and exchange-traded funds (ETFs). Mutual funds and ETFs hold many investments inside of them, providing diversification within your portfolio. The initial investment minimum to open an account is $5,000.
In addition to monitoring by you and your financial advisor, built-in guardrails help you keep your investments aligned to Edward Jones guidance and your portfolio objective. Advanced technology works behind the scenes to automatically rebalance your portfolio once a year. You can also make changes any time you like and request to rebalance as often as monthly. In fact, with Guided Solutions, you should expect to adjust your portfolio periodically to adapt to your evolving investment needs and to stay aligned with our guidance.
The Program Fee begins at 1.35% and is tiered so additional invested assets are subject to lower fees. 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. 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.