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Experience with Edward Jones - Bogleheads. org The only way high cost investments can net more for the investor is if the investor is put into higher risk investments If risk is the same, the higher cost transfers gains to the advisor or fund company, not the investor
Moving from Edward Jones to Fidelity - Pros Cons of Index funds We currently have IRAs and 529s at Edward Jones, invested in an assortment of American Funds (as they tend to do there) Just found out how much they are going to charge us to move to their Guided Solutions plan, so we are looking to move to to Fidelity Now that I am paying more attention to expenses, I like the idea of ultra-low cost index funds However, as I compare index to managed funds
I want to leave Edward Jones and go to Schwab - Bogleheads. org Hello everyone! I want to leave Edward Jones and go to Schwab Am I correct to think that I will save money by doing so? Also, what are the pitfalls of leaving Edward Jones? I have quite a lot of Bridge Builder funds, which are proprietary to them I've also heard that it's hard to get your basis for all your stock holdings, once you leave What procedure should I follow? Help, thanks
Advice on Transferring Out of Edward Jones - Bogleheads. org I am a newbie to this forum, and am wanting to transfer out of Edward Jones and any advice guidance you could give me would be greatly appreciated I am considering moving funds from my Edward Jones account to either Vanguard or Fidelity
Edward Jones or Vanguard? - Bogleheads. org My mother-in-law has her retirement account with Edward Jones She is a very sweet and trusting woman, and she has little to no confidence in her ability to manage her investments She likes that with Edward Jones, she can sit across the table with someone who will tell her that everything is under control, and that they will do everything for her
Leaving Edward Jones is there a better or worse time Just wanted peoples opinion I have about 800K invested in many many different funds with Edward Jones Of course my financial advisor is a good friend of mine, and over the years I have wrestled with the decision to leave and move everything to Vanguard I already have an IRA and a taxable account with Vanguard For the past several years any new investments have only been with Vanguard I
Process to Close Out Edward Jones Account after Owner Death 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
Edward Jones Guided Solutions - Spouse is Employee Edward Jones refuses to give this permission unless it is for some sort of service that they don't offer Answering no to that question would be my only way out of this predicament, but I don't want to lie on any forms if there's even the slightest chance my wife could get in trouble