Edward Jones Guided Solutions® Flex Account
Invest your way with guidance, flexible investment choices and the final say on buys and sells.
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.
Features at a glance
- Hands-on approach
- Wide range of investments
- Account alerts
- $25,000 minimum
How we build your portfolio together
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.
Flexible investment choices
You'll have access to a wide range of eligible investment choices as you build your portfolio, including stocks, exchange-traded funds (ETFs) and mutual funds. Individual bonds and certificates of deposit (CDs) are also available for accounts with $50,000 or more. The initial investment minimum to open an account is $25,000.
Staying on track
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 should work with your financial advisor to make adjustments.
How you'll pay for services
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.
Is this account right for you?
Contact an Edward Jones financial advisor today.
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.
All investment strategies and investments involve risk, and the value of your account will fluctuate. As a result, your account may be worth more or less than the amount of money you invested.