Edward D. Jones & Co., L.P. operates as a registered broker-dealer and investment advisor offering various advisory programs, including the Guided Solutions Flex program. Guided Solutions Flex is a client-directed wrap fee program designed to provide ongoing investment advice, guidance, and services for an asset-based fee. Clients work collaboratively with their financial advisor to select an appropriate portfolio objective, choose from a range of eligible investments (such as stocks, bonds, mutual funds, and exchange-traded funds), and maintain alignment with their target asset allocation. Edward Jones does not exercise discretionary authority for trading decisions in this program, placing the responsibility of executing trades and maintaining portfolio alignment on the client. The firm also offers traditional brokerage services, margin loans, and other financial products. Edward Jones manages billions in assets across its advisory programs and operates through a vast network of financial advisors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
