Edward Jones
Assets Under Management
$825.0B
Number of Clients
3,743,795
Number of Advisors
22592
Average Client AUM
$220K
AUM per Advisor
$36.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Edward Jones offers the Investment Advisory Program (IAP), a wrap fee program with both discretionary and non-discretionary investment strategies. Clients can choose from Managed Solutions, Custom Managed Solutions, Financial Advisor Managed Solutions (FA Managed), and Client Directed Solutions. Eligible investments vary by strategy and may include affiliated and unaffiliated mutual funds, ETFs, SMAs, stocks, bonds, CDs, and cash equivalents. Edward Jones has a fiduciary duty to act in the client's best interest.
Fee Structure
This document describes Edward Jones' Investment Advisory Program (IAP). Fees are asset-based, meaning you'll pay a percentage of the assets managed in your account. The specific fee structure is not detailed in this excerpt. Contact your financial advisor or visit edwardjones.com/advisorybrochures for more information on fees and minimum investment requirements.
Areas of Practice
Location
12555 Manchester Rd, St. Louis, MO, 63131
