Edward Jones Financial Advisor Managed Solutions
Step away from day-to-day portfolio management by delegating investment decisions and rebalancing to your financial advisor.
Available through select financial advisors, Financial Advisor Managed Solutions™ allows your financial advisor to build and manage a customized portfolio, so you can stay focused on what matters most.
Features at a glance
- Delegated approach
- Wide range of investments
- Monitored by financial advisor with guardrails
- $25,000 minimum
Building your portfolio
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. Your financial advisor will then use this information to build your portfolio to align with those goals and objectives, and Edward Jones guidance. You'll then delegate the ongoing management and any buy or sell decisions to your financial advisor.
Flexible investment choices
Your financial advisor will have access to a wide range of eligible investment choices when building 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 Financial Advisor Managed Solutions, your financial advisor will monitor and adjust your portfolio to adapt to your evolving investment needs and stay aligned with our guidance. But your financial advisor won't be the only one 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, your financial advisor will receive an alert and work to make adjustments.
You’ll receive monthly statements and have access to online tools, reports and notifications so you can keep track of your portfolio. And your financial advisor will work with you at least annually to review your progress.
How you'll pay for services
The Program Fee begins at 1.35% and the Platform Fee begins at 0.05%. These fees are tiered so additional invested assets are subject to lower fees. The fees do not include internal investment expenses.
The Program 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.
The Platform Fee covers the support and maintenance of accounts on the Edward Jones investment advisory platform, such as trading and risk tools, training and education, and ongoing platform development. The fees do 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.
Is this account right for you?
Contact an Edward Jones financial advisor today to see if they offer Financial Advisor Managed Solutions.
Important information:
Edward Jones Financial Advisor Managed Solutions™ is a financial advisor managed discretionary wrap fee program offered by Edward Jones as an investment adviser. It is designed to provide the client with ongoing investment advice, guidance and services for an asset-based fee.
The minimum initial investment amount for this program is $25,000. The client’s financial advisor (and, in some cases, the financial advisor’s team) can invest in various eligible investments, including eligible stocks, mutual funds, exchange traded funds (ETFs), and, for accounts of $50,000 or more, individual bonds, CDs and cash equivalents.
Please review the Edward Jones Financial Advisor Managed Solutions™ brochure for more information.
Many of the investments available in Financial Advisor Managed 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.
Rebalancing a Financial Advisor Managed Solutions account may result in a taxable event. Please contact your tax professional regarding your situation. Rebalancing and asset allocation do not guarantee a profit or protect against loss in a declining market.