Fees and pricing
Edward Jones offers a consultative, individualized approach to addressing your financial needs, including education savings, retirement planning and insurance.
Accounts, fees and costs
Investing isn't a one-size-fits-all endeavor. So, if you’re wondering, “How much does a financial advisor cost?” or, “What is the fee for a financial advisor?” there isn’t a one-size-fits-all answer. What you want to do with your money is unique to you, and the solutions that are right for you are just as unique.
With us you decide:
- How hands-on you want to be
- The different types of investments you wish to own
- How much monitoring and communication you prefer
- How much money you want to invest
Your decisions help determine which account type is best for you. With all our options, your financial advisor helps you by:
- Building customized financial strategies that work for your goals and comfort with risk
- Providing the knowledge and guidance you need to feel confident, informed and in control of your future
- Staying connected throughout your journey to help keep you on track.
It's also important that you understand the costs and fees of our services and how you will pay for services within each solution, including whether you will pay when a trade is placed (commissions) or pay a percentage of your assets annually (fee-based).
Edward Jones offers other account types which are subject to limited availability in addition to those shown. Check with your financial advisor for availability.
Account Types
Edward JonesBrokerage Account
Commission-based
$0Minimum investment
You choose your investments, and your financial advisor provides advice. You determine if, when and how to make changes. Your advisor advises you if trades are misaligned with your risk tolerance.
Learn moreEdward JonesGuided Portfolios®
Fee-based: Annual program fee starts at 1.5%
$25,000Minimum investment
Based on your goals and comfort with risk, you and your financial advisor build and maintain a portfolio based on Edward Jones's asset allocation framework.
Learn moreEdward JonesPortfolio Program®
Fee-based: Annual program fee starts at 1.5%
$15,000Minimum investment
Based on your goals and comfort with risk, you and your financial advisor will choose a managed portfolio model. Your portfolio will be invested and automatically rebalanced when it drifts from the original target allocations of your selected portfolio model.
Learn moreAccount Fee and costs
Edward Jones Brokerage Account
You pay a commission when you buy and sell certain investments, generally ranging from 0.5% to 3.0% of the value of the trade based on the type and amount of the investment you trade. Some investments may also have third-party internal expenses, some of which may be paid back to Edward Jones. Learn more about how we are compensated for financial services. Since you pay per transaction, you have more control, but your total expenses may be less predictable. No account minimum; however, some investments require minimum purchase amounts.An Edward Jones financial advisor can describe these fees in more detail. Other details relating to fees applicable to an Edward Jones Brokerage Account can be found in the Edward Jones Account Agreement. Return to Brokerage Account
Edward Jones Guided Porfolios®
You pay a simple monthly program fee based on the value of the assets in your account. This program fee starts at 1.5% (annualized), with lower tiers and reduced rates for higher asset levels. Some investments may also have third-party internal expenses. Paying an ongoing fee can make expenses more predictable over time.
An Edward Jones financial advisor can describe these fees in more detail, including your eligibility for additional discounts. Other details relating to fees applicable to an Edward Jones Guided Portfolios account can be found in the Edward Jones Account Agreement and the Edward Jones Guided Portfolios Client Agreement.
Edward Jones Portfolio Program®
You pay a simple monthly fee, comprised of a program fee and an investment management fee, based on the assets in your account. The program fee starts at 1.5% (annualized), with lower tiers and reduced rates for higher asset levels. The investment management fee ranges from 0.43% to 0.60%, depending on your selected portfolio model, and is paid to a third-party for the management of funds. Paying an ongoing fee can make expenses more predictable over time.
An Edward Jones financial advisor can describe these fees in more detail, including your eligibility for additional discounts. Other details relating to fees applicable to an Edward Jones Portfolio Program account can be found in the Edward Jones Account Agreement and the Edward Jones Portfolio Program Client Agreement.
Before you make decisions about your path forward, we want to understand what’s important to you – and that doesn’t cost you anything. After that, we work together to determine what solutions match your specific needs, discuss the costs of each of those solutions, and reevaluate regularly to help make sure your choices still align with your goals.
Get started by choosing the right Financial Advisor
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Find a Financial AdvisorImportant information:
Edward Jones is a limited partnership in Canada and is a wholly owned subsidiary of Edward D. Jones & Co., LP, a Missouri limited partnership. Edward D. Jones & Co., LP is a wholly owned subsidiary of The Jones Financial Companies, LLLP, a limited liability limited partnership.
Edward Jones Guided Portfolios® is a fee-based account. Please review the applicable Edward Jones Guided Portfolios Agreement for more information. Many of the investments in Guided Portfolios 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. Where applicable, your Edward Jones advisor can provide a prospectus, which you should read carefully before investing.
The Edward Jones Portfolio Program® is a comprehensive managed investment program that combines personal investment strategy and professional portfolio management construction by a global asset manager SEI Investments Canada Company.
Commissions, trailing commissions, management fees and expenses all may be charged through mutual fund investments. Before investing, you may review the prospectus of the mutual funds. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
Mutual funds are used in the construction of Edward Jones Portfolio Program® portfolios. SEI Investments Canada Company (“SEI”) designs those portfolios on behalf of Edward Jones. For more information about SEI and the SEI family of mutual funds, visit www.seic.com. The underlying funds and their weightings in each portfolio are subject to change from time to time at the SEI's discretion. SEI's allocations of assets to a particular portfolio manager are subject to change from time to time at their discretion.