Edward Jones Advisory Solutions® Fund Models
Edward Jones Advisory Solutions® Fund Models offer a choice of investment portfolios to meet your investing goals. After selecting a portfolio objective and Fund Model, you can delegate the work of managing day-to-day investment decisions to a team of research analysts.
Important Information:
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.
Rebalancing an Advisory Solutions account may result in a taxable event. Please contact your tax professional regarding your situation.
Automatic rebalancing and asset allocation do not guarantee a profit or protect against loss.
Clients in Advisory Solutions are assessed an annualized fee based on the value of the assets held in an account, payable monthly in arrears. Clients also indirectly bear the internal fees and expenses of the mutual funds and exchange-traded funds (ETFs) held in an account. Please see the Edward Jones Advisory Solutions® Brochure for more information about the fees and expenses associated with the program.