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Should I invest with Edward Jones or are they too expensive? Are they a fiduciary?

Автор: IntegrityIA - Fee-Only, Fiduciary, Quant Investing

Загружено: 2024-06-05

Просмотров: 9391

Описание: Disclaimer: All comparison pricing and fee schedules are deemed to be valid at the time of recording. Information is from SEC ADV documents & firm websites. Pricing may have changed so check your Advisory agreement and check for new information. https://adviserinfo.sec.gov/firm

If you are looking for a new Advisor, we are built for the Millionaire Next Door! We work with Clients nationwide. Book a meeting here- https://calendly.com/todd-iia/discove...

Free Retirement Checklist:
https://www.integrityia.com/wp-conten...

I recently listened to a podcast about #EdwardJones. Should I invest with Edward Jones? Short answer: NO, we suggest you invest with a fee-only fiduciary Advisor who charges less than 1% on the first $1M. (please note, this information was developed from SEC ADV frim brochure information filed in 2023). Should I invest with Edward Jones? Is Edward Jones a fiduciary? Is Edward Jones expensive? Edward Jones fees, Edward Jones reviews - https://www.integrityia.com/is-edward...

💲If you are looking for a new Advisor, we are built for the Millionaire Next Door!
Can you afford an expensive Advisor/ Broker/ Insurance Sales Rep? We think you can do better!

We suggest you want:
✅1) Fee only, Fiduciary for you 100% of the time.
✅2) Advisor fees below 1%. You don't need to pay 1%+ for a $1M to $10M+ portfolio.
✅3) What scope of work do you need? Portfolio Management, Financial Planning, Tax Optimization, Roth Conversions.
✅4) We are data driven and will show you your red flags.
✅4) We help you to live your best life possible.
✅5) We have great partners like Dimensional Funds, Avantis, Vanguard, JP Morgan, AQR, iShares and more.

Contact us for a free 2nd opinion about your financial strategy. You may be shocked by your total fees & red flags. Typical Clients have total investments of more than $500k (younger & going to be the Millionaire Next Door) & Clients with $1M to $10M+.

We work with Clients nationwide. Book a meeting here- https://calendly.com/todd-iia/discove...

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Should I invest with Edward Jones or are they too expensive? Are they a fiduciary?

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