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. Investments you can choose. Edward Jones’ billing cycle is : subject to change without notice. ). What else you should consider. 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. Precious Metals IRA . "Bridge Builder Core Bond Fund Fact Sheet," Page 1. The firm’s management fee is similar to Raymond James’ fee, which varies from 1.0% to 2.25%. Program Fee Schedule. 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. Commissions, trading costs and advisory fees that occur inside your IRA, or are paid with money from your IRA, aren't tax-deductible. Basic IRA . Wells Fargo Advisors, Morgan Stanley, Merrill Lynch, etc. There is the normal transaction fees for mutual funds and huge 2.00% charge for stock trades. 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 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. Effective 3/1/2019 the Annual Account Fee will be a flat fee of $75 for Precious Metals IRA $100 for Basic IRA At Edward Jones you can be in either a transactional account or a fee based account. for Public Investments . This type of IRA would potentially have an IRA fee depending on your balance at Edward Jones. Edward Jones Compensation & Fees At Edward Jones, we believe that the best investor is a well-informed investor. Jones Money Market Fund. Edward Jones. See the full retirement account fee schedule. In your Edward Jones IRA account, you can choose from a variety of investments – stocks, bonds, certificates of deposit (CDs), mutual funds and ETFs. However, Raymond James charges for commissions. for Alternative Investments . Flex IRA. The household group has paid $300 in brokerage account maintenance and/or custodial fees for the calendar year for Precious Metals Investments . Edward Jones IRA Fees Comparison Edward Jones is much more expensive than a self-directed on-line discount broker. Paying 1-2% or even more will add up over the lifetime of an account. 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). Form 57593 - IRA 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 . Retirement accounts are also charged dividend reinvestment and dollar-cost averaging fees. "Schedule of Fees for Individual … For example, Edward Jones charges $40 a year to manage an IRA (plus $20 per each additional IRA). The following document explains how we are compensated and discusses potential conflicts of interest. You would also pay a percentage when you buy a stock in this type of account. Accessed April 21, 2020. The Program Fee is assessed beginning ... 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