Edward Jones

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Edward Jones, founded in 1963, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 15,624 advisors. Edward Jones manages $311.99 billion and provides investment advisory services for 2,001,197 clients (1:128 advisor/client ratio).

Edward Jones requires a $500,000 minimum investment and charges between 0.00% and 1,000.00% for ongoing portfolio management services, depending on the size of the portfolio.

Managed Investing


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Trust Score
76
info_outline

Annual Management Fee Percent
$0 to $250,000 1.35%
$250,001 to $500,000 1.30%
$500,001 to $1,000,000 1.25%
$1,000,001 to $2,500,000 1.00%
$2,500,001 to $5,000,000 0.80%
$5,000,001 to $10,000,000 0.60%
$10,000,001+ 0.50%
Feature Value
Estimated Fees (Annual) $6,625 on a $500,000 portfolio
Annual Management Fee Details None
Minimum Investment $500,000
Minimum Annual Fee $0
Average Account AUM $155,899
Broker-Dealer Hybrid Yes
Disciplinary History Yes
Total AUM $311.99 billion
Advisor / Client Ratio 1:128


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