Edward Jones Guided Solutions Fund Account

If you like being involved with your investments, Guided Solutions Fund Account offers a hands-on approach with automated features to guide you.

Features at a Glance

  • Hands-on approach
  • Mutual funds & ETFs
  • Built-in rebalancing
  • $5,000 minimum

How we build your portfolio together

We'll start by discussing your goals and risk tolerance. This will help you select the portfolio objective that's right for your situation. Your portfolio objective will determine the recommended asset allocation ranges of stocks, bonds, cash and other investments you can own to reach your goal. This will serve as the framework for how you and your financial advisor build your portfolio. When building your portfolio, as long as you stay within the guidance provided by Edward Jones investing professionals, the final decisions on all buys and sells are made by you.

Extensive fund choices

With 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 just $5,000.

Staying on track

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 anytime you like and request to rebalance as often as monthly.

How you'll pay for services

The Guided Solutions Fund Account program fee starts at 1.35% and does not include internal expenses of the investments you own. It covers your financial advisor's services, all trades and rebalancing, the benefit of our diversification guidance and more. 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.

The program fee for benefit plan accounts starts at 1.5%. All accounts must meet a $10 minimum monthly fee, which could make the program fee higher than 1.35%. For additional details regarding fees and expenses associated with Edwards Jones Guided Solutions, please see the Brochure and Fee Schedule.

Is this account right for you?

Contact a financial advisor.

Important Information:

Edward Jones Guided Solutions® is a client-directed advisory program designed to provide the client with ongoing investment advice, guidance and services for an asset-based fee. Depending on a client’s minimum investment, a client can select a Guided Solutions Fund Account, which permits investment in eligible mutual funds and exchange-traded funds (ETFs), or a Guided Solutions Flex Account, which also permits investment in eligible stocks, CDs and bonds in accounts of $50,000 or more. 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.

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