Fees and pricing

Edward Jones offers a consultative, individualized approach to addressing your financial needs, including education savings, retirement planning and insurance.

  An Edward Jones advisor consults two clients on their financial options.

Personalized solutions 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

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).  

Your decisions help determine which account type is best for you.

Before you make any 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.

Step 1: Schedule a complimentary meeting with an Edward Jones financial advisor to discuss your goals. 

Step 2: Discuss with your Edward Jones financial advisor which account types and investments are in your best interest.

Step 3: Agree on next steps.

Ready to have a conversation? Contact your local Edward Jones financial advisor today.

Important information:

 

Edward Jones is a limited partnership in Canada and is a wholly owned subsidiary of Edward D. Jones & Co., L.P., a Missouri limited partnership. Edward D. Jones & Co., L.P., does business in Canada as Edward Jones and is a wholly owned subsidiary of The Jones Financial Companies, L.L.L.P., 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 driven by the advisor and professional portfolio management driven by a global asset manager SEI Investments Canada Company.

 

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments and the use of an asset allocation service, such as the Edward Jones Portfolio Program® (the “Program”). SEI Investments Canada Company (“SEI”) is the Manager of the Program. Before investing, please read the prospectus of the mutual fund in which an investment may be made under the Program. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated. 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 Manager’s discretion. The portfolio managers or the allocations of assets to a particular portfolio manager are subject to change from time to time at the Manager’s discretion.