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Advice on Transferring Out of Edward Jones - Bogleheads. org Current Assets (Outside of Edward Jones): My Roth 401k: $51k Spouse’s Traditional 401k: $41k Private Equity Investment: $375k Annual Contributions: We max out both of our annual IRA contributions (19k goes to roth, 19k goes to traditional) David Jay Posts: 14920 Joined: Mon Mar 30, 2015 10:54 am
E. Jones Vanguard and now Fisher Investments - Bogleheads. org E Jones Vanguard and now Fisher Investments by Klaxton » Mon Nov 05, 2018 12:23 am I am age 75, no spouse, retired and have a portfolio of about $1 3 million 95% of which is with Edward Jones This year I expect my EJ "fees and charges" to be about $14,500 With EJ, I have five accounts including an IRA and a Roth IRA plus one annuity which
Experience with Edward Jones - Bogleheads. org Re: Experience with Edward Jones by nedsaid » Mon Sep 06, 2021 7:24 pm gwe67 wrote: ↑ Mon Sep 06, 2021 7:21 pm Edward Jones paid big bucks to sponsor a football stadium for about 15 years Of course, their clients ultimately paid for that Edward Jones gets naming rights to 'The Dome,' Rams announce
Transfer from Edward Jones to Fidelity or - Bogleheads. org As there is a local office and you already have an account with Fidelity, consider consolidating all three accounts there Schwab is a good option too Agree with transferring the EJ funds in-kind ASAP to eliminate the advisor fee Ask in advance, but Fidelity (or Schwab) should reimburse the EJ account closing fee and give you a bonus
Process to Close Out Edward Jones Account after Owner Death If the assets are in at trust, the trust dictates disposition If the assets are not in a trust, and beneficiaries are specified, that's where the funds go Edward Jones will want to see a certificate of death Edward Jones will charge account closing fees, so you'll want to stop them, if possible, from setting up accounts for each beneficiary
Ready to Leave Edward Jones and control my destiny Re: Ready to Leave Edward Jones and control my destiny by student » Tue May 17, 2022 1:31 am 1) You should move from EJ and Fidelity is good Schwab is also good 2) If you have a regular account, then you do your own trading If you have a wealth management advisory account, then they will likely do the trading
Moving from Edward Jones to Fidelity - Pros Cons of Index funds vs Fidelity Contrafund (FCNTX) The index fund is cheaper (0 04% vs 0 68%) but returns (10 year) were lower (7 14% vs 8 74%) I recognize these are not perfect comparisons (the Indexes seem to be more 'balanced' as opposed to 'growth') but the 10-year standard deviation on the managed funds are similar or lower than the index funds, so there
What Are the Actual Fees and Fee Types at Edward Jones? A Guided Solutions account should not have funds with loads You are paying the AUM fee, an annual account fee of $40 for the 1st IRA and $20 for additional ones under the same name, and the Expense Ratios of the funds selected The 12B-1 kickback to Edward Jones comes out of the Expense Ratio ERs of 0 4 isn't bad for EJ
Am I Thinking Correctly? [Moving from Edward Jones to TD Ameritrade] by btenny » Fri Feb 04, 2022 7:46 pm Yes TDAmeritrade is good low cost brokerage company to use to hold your investments They can handle all kinds of accounts (IRA, Roth IRA, Standard brokerage account, etc ) and you can buy and sell ETFs and single stocks and mutual funds in them
Leaving Edward Jones. . . Why is Vanguard and Fidelity Always the . . . After ten years at Edward Jones, and with the switchover to fee-based IRA's I'm thinking of leaving I can't stomach the idea of them getting 1 35% of my IRA investments per year (currently $202K ) I've just spent a couple hours reading the threads here about leaving Edward Jones At this time I don't have any questions about how to do that