Edward Jones commission schedule and brokerage fee structure. Investments annual management rates, account transaction cost, and advisor compensation.


Customers Rating: Edward Jones Customer Rating


Edward Jones Stock and ETF Commissions

ProductFeeMaximum Fee in Range
up to $5,999.99 2.50%3 $150
$6,000.00 to $9,999.992.00% + $30 $230
$10,000.00 to $24,999.991.50% + $80 $455
$25,000.00 to $99,999.991.00% + $205$1,205
$100,000.00 and above0.50% + $705Unlimited

1. Total commission may vary for trades executed over multiple days and is added to a $4.95 transaction fee per trade.
2. Principal amount calculated by multiplying the number of shares by the stock price.
3. Minimum commission is $50.

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Edward Jones Mutual Fund Commissions

Mutual fund commissions are dependent upon the share class. A-share mutual funds have a large up-front fee and C-share funds have a level fee structure.

Class A shares typically have front end sales charges that can range up to approximately 5.75% of an investment when transacted through a full service broker. Share class expense ratios also vary among retail shares which are usually higher than advisor or institutional shares.

Compared to other mutual fund share classes, class C shares often have lower expense ratios than class B shares. However, they have higher expense ratios than class A shares. Expense ratios are the overall annual management costs of running a mutual fund. As a result, Class C shares may be a good option for investors with a relatively short-term horizon, who plan to keep the mutual fund for just a few years.

The ongoing charges that constitute the C-share level load are officially known as 12b-1 fees, named from a section of the Investment Company Act of 1940. Total 12b-1 fees are capped at 1% annually. In this 1% fee, distribution and marketing expenses can be up to 0.75%, while service fees max out at 0.25%. Although designated for marketing, the 12b-1 fee primarily serves to reward intermediaries who sell a fund's shares. In a sense, it's a commission paid by the investor to the mutual fund every year, instead of a transactional one.

Edward Jones Brokerage Account Fees Schedule

Choosing Edward Jones as your wealth-management company customers pay the cost for each investment that buy. Depending on what investors buy, they may pay commissions, markups or markdowns, sales charges and/or administrative fees.

ProductPrice
Cash Management Solutions FeesNo Annual Fee
CheckingNo charge
Visa debit cardNo charge
Cost per ATM withdrawal*No charge
Edward Jones Money Market Fund Investment Shares/Edward Jones Tax-Free Money Market Fund$3 per month if average monthly balance falls below $2,500
Edward Jones Money Market Fund Retirement Shares (does not apply to ERISA qualified plan account$3 per month if average monthly balance falls below $1,500


Business Cash Management Solutions Fees$35.00 PER YEAR
CheckingNo charge
Visa debit cardNo charge
Cost per ATM withdrawal*No charge
Minimum balance feeWaived


Additional Services and Fees
Reorder for 20 wallet-style checks$3.00
Reorder for 100 wallet-style check$9.00
Reorder for 25 business wallet-style checks$9.00
120 duplicate wallet-style check$18.00
252 three-to-a-page binder check$50.00
Edward Jones Income Manager Account - ONLY
Reorder for 120 checks
120 duplicate wallet-style checks


$15.00
$18.00
Returned check$25.00
Returned ACH payment$25.00
Stop payment request$20.00
Overnight delivery fee$25.00
Wire transfer fee (domestic)$25.00
Wire transfer fee (international)$100.00


Account Services
Cash Interest Account (check and debit card use not availableNo charge
Estates Service Fee (charged for the re-registration of assets$100


Transfer on Death Agreement
Disbursement fee – due upon death of account holder and deducted from the account$300


Dividend Reinvestment
Reinvestment into stock2% of reinvestment amount
Reinvestment into mutual fundsNormal transaction fees


Dollar Cost Average
Systematic purchase of stocks2% of invested amount ($5 minimum)
Systematic purchase/sale/exchange of mutual fundsNormal transaction fees


Other Fees
Request for physical certificate issuance, if eligible$500.00 per certificate
Transfer out (waived if Edward Jones remains the broker-dealer of the receiving account)$95.00


Some fees may be waived under certain circumstances.


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Edward Jones Personal Line of Credit (A Margin Account)

Assets Under Care For Relationship Pricing GroupInterest Rates
$0 to $99,999.996.00%
$100,000.00 – $249,999.995.75%
$250,000.00 – $499,999.995.25%
$500,000.00 – $999,999.994.75%
$1 million and over3.50%


Edward Jones Schedule of Fees for SIMPLE, Traditional/SEP and Roth IRA Accounts

Annual Account Fee*
Individual Retirement Account (IRA)$40 per calendar year, not prorate
Additional IRAs of the same individual$20 per calendar year, not prorated
Account Services
Estates service fee (charged for the re-registration of assets)$100
Total transfer or termination of an account$95
Money Market Accounts and Adviser Services*
Cash interestNo charge
Edward Jones Money Market Fund Investment Share$3 per month if average monthly balance falls below $2,500
Edward Jones Money Market Fund Retirement Share$3 per month if average monthly balance falls below $1,500
Edward Jones Tax-Free Money Market Fun$3 per month if average monthly balance falls below $2,500
Additional Services and Fees
Returned check$25
Returned ACH payment$25
Wire transfer fee (domestic only)$25
Annual private investment fee*Minimum $50 per calendar year per position held in the account. Additional fees and expenses may apply
Dividend Reinvestment
Reinvestment into stock*2% of reinvestment amount
Reinvestment into mutual fundsNormal transaction fee
Dollar Cost Averaging
Systematic purchase of stocks2% of investment amount ($5 minimum)
Systematic purchase/sale/exchange of mutual fundNormal transaction fees

Some of these fees may not apply to accounts in Edward Jones Advisory Solutions® or the Edward Jones Managed Account Program® (MAP).

* - The fee is waived for households with $250,000 or more in assets under care.


Edward Jones Fees Disclaimer

All Edward Jones fees are subject to change without notification. For details please visit the official Edward Jones website.


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