Wealth strategies
Living life on your terms calls for solutions to build and protect your wealth. Our account and service offerings focus on your goals to help create a better future not only for you and those around you, but for future generations as well.
Build your wealth your way
Choose the level of support you're comfortable with – from a hands-on approach using our guidance and tools to a team of professionals who partner with you and your tax advisor, attorney and financial advisor to address your unique situation.
Edward Jones Advisory Solutions®
Having a long-term plan for your future doesn't mean you have to be involved in day-to-day investing decisions. Advisory Solutions lets you delegate these management decisions to a team of Edward Jones research analysts.
Edward Jones Guided Solutions®
If you enjoy playing a role in the management of your investments, but like having guidance from your financial advisor and tools to help keep you on track, Guided Solutions may be the choice for you.
Edward Jones Financial Advisor Managed Solutions®
Available through select financial advisors, Financial Advisor Managed Solutions® allows your financial advisor to build and manage a customized portfolio, so you can step away from day-to-day portfolio management by delegating investment decisions and rebalancing to your financial advisor.
What account type is best for you?
| Edward Jones Advisory Solutions® | Edward Jones Guided Solutions® | Edward Jones Financial Advisor Managed Solutions® |
|---|---|---|
Fund Models Minimum $25,000 | Flex Account Minimum $25,000 | Available through select financial advisors |
UMA Models Minimum $300,000 for select portfolio objectives* | Fund Account Minimum $5,000 | Account Minimum $25,000 |
Delegated We automatically invest your account according to your selected portfolio model. | Hands-on When building your portfolio, you make the yes/no decisions for buys and sells. | Delegated Your financial advisor invests your account according to your selected portfolio objective and makes all buy/sell decisions for you. |
You choose the model
| You choose the investments
| Your financial advisor chooses the investments
|
Other account features
| Other account features
| Other account features
|
| Learn More | Learn More | Learn More |
* For UMA Models investing in a Balanced growth & income, Balanced toward growth, Growth focus or All-equity focus portfolio objective, including Custom Models containing SMAs, the initial minimum investment amount is $300,000, with additional options available at $500,000 and $1 million. For UMA Models investing in an Income focus or Balanced toward income portfolio objective, including Custom Models containing SMAs, the initial minimum investment amount is $500,000, with additional options available at $1 million.
Client Consultation Group
This team has deep knowledge and experience in areas such as retirement income planning, tax-sensitive portfolio construction, business sale/succession considerations and wealth management. They'll partner with you and your tax advisor, attorney and financial advisor to address your unique situation.
Important information:
Many of the investments in Advisory Solutions and Guided 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.
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. Depending on a client’s minimum investment, a client can select Fund Models, which invest in affiliated mutual funds (if available), unaffiliated mutual funds and exchange-traded funds (ETFs), or UMA Models, which also include separately managed allocations (SMAs). Please review the applicable Edward Jones Advisory Solutions Brochure for more 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 certain criteria, a client can select a Guided Solutions Fund Account or a Guided Solutions Flex Account. Please review the applicable Edward Jones Guided Solutions Brochure for more information.
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.