what percent does Edwards Jpnes charge for AUM
Edward Jones’s AUM-style advisory fees are commonly around 1% to 1.35% per year , depending on the program and account size. A fee disclosure source from Edward Jones and recent reviews indicate that managed/advisory programs can start around that range, though the exact amount varies by account type and may include other expenses.
What to expect
- Advisory / managed accounts: often around 0.5% to 1.35% annually, depending on the service tier and assets.
- Brokerage accounts: these may use commissions or transaction-based charges instead of a simple AUM fee.
- Extra costs: mutual fund expense ratios, trading commissions, and account fees can still apply in some setups.
Practical note
If someone at Edward Jones quoted you a number, it is worth asking for the total annual cost in writing, not just the advisory fee, because the all- in cost can be higher than the headline percentage.
Table
| Account type | Typical fee style | What it means |
|---|---|---|
| Advisory / managed | About 0.5% to 1.35% AUM | Annual charge based on assets managed |
| Brokerage | Commissions / transaction fees | Pay when you buy or sell certain investments |
