Traditional IRA, Roth IRA, or Coverdell ESA Annual Fee – Per Account Per Year $75.00* Mutual Fund Only Traditional IRA or Mutual Fund Only Roth IRA Annual Fee – Per Account Per Year $20.00* Note: IRA and Education Savings Account Maintenance Fees are … The following document explains how we are compensated and discusses potential conflicts of interest. The IRA plan is recognized as a grandfathered lifetime custodial fee-waived plan The account holds only alternative investments and there is a managed account in the same ownership. Accessed April 21, 2020. Edward Jones IRA Fees Comparison Edward Jones is much more expensive than a self-directed on-line discount broker. "Schedule of Fees for Individual … For example, Edward Jones charges $40 a year to manage an IRA (plus $20 per each additional IRA). In a transactional account, you pay a cost when you buy or sell an investment. "Bridge Builder Core Bond Fund Fact Sheet," Page 1. for Alternative Investments . You'll pay a $40 annual fee for your first retirement account with Edward Jones and $20 for additional IRAs (waived for account values above $250,000). ). You would also pay a percentage when you buy a stock in this type of account. Edward Jones. In your Edward Jones IRA account, you can choose from a variety of investments – stocks, bonds, certificates of deposit (CDs), mutual funds and ETFs. The firm’s management fee is similar to Raymond James’ fee, which varies from 1.0% to 2.25%. For example, if you have $250,000 in your IRA and your investment adviser charges a fee equal to 2 percent of your account balance, your fee for the year would be $5,000 ($250,000 multiplied by 0.02). Edward Jones Compensation & Fees At Edward Jones, we believe that the best investor is a well-informed investor. for Public Investments . Basic IRA . Form 57593 - IRA Fee Schedule . for Precious Metals Investments . Effective 3/1/2019 the Annual Account Fee will be a flat fee of $75 for Precious Metals IRA $100 for Basic IRA However, Raymond James charges for commissions. Retirement accounts are also charged dividend reinvestment and dollar-cost averaging fees. Paying 1-2% or even more will add up over the lifetime of an account. Edward Jones Fees and Commissions With a $40 annual fee on IRAs, plus a 2% fee on stock trades, dollar cost averaging and reinvested dividends, Edward Jones' fees and commissions are comparable to other full-service brokerages (e.g. This type of IRA would potentially have an IRA fee depending on your balance at Edward Jones. The household group has paid $300 in brokerage account maintenance and/or custodial fees for the calendar year Edward Jones’ billing cycle is : subject to change without notice. Program Fee Schedule. Wells Fargo Advisors, Morgan Stanley, Merrill Lynch, etc. Jones Money Market Fund. What else you should consider. Penalties – If you withdraw money from your IRA before age 59½, you may be required to pay a 10% IRS penalty in addition to income taxes – but there are exceptions. Flex IRA. Precious Metals IRA . Edward Jones Fees: Broker Commissions, Stock Trading Charges, IRA Rates, and Advisory Account Investment Costs for 2021 Edward Jones Fees and Commissions The list of Edward Jones' fees on cash management solutions, business cash management solutions and … Investments you can choose. There is the normal transaction fees for mutual funds and huge 2.00% charge for stock trades. See the full retirement account fee schedule. The Program Fee is based on the market value of all assets held in my Account, including any cash balances swept into the Edward . At Edward Jones you can be in either a transactional account or a fee based account. Edward Jones. The Program Fee is assessed beginning ... Models Fee of $10.00 per month. 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