Apr 22, 2022 · Selling the investments from the EJ account will trigger LT capital gains that I don't need (that was true last night, not so sure about today since the markets are dropping 2.5% today so far), so the ability to transfer them without immediately selling is a consideration.

Sep 6, 2021 · 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.

Dec 13, 2017 · 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 …

Jun 6, 2017 · 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 …

Apr 29, 2020 · 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 …

Jul 19, 2023 · 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? …

Jan 26, 2023 · Welcome. Good choice to leave Edward Jones. Many here are escapees. Pick your brokerage and then contact them. They can check each account and fund for in-kind transferability. Have the new company you select PULL the funds. We moved to Vanguard from EJ about 10 years back. There are some EJ funds that will have to be liquidated and …

Jan 24, 2023 · Re: Edward Jones users, I'm looking for recs on funds they offer that fit Boglehead investing philosophy by nanosour » Wed Jan 25, 2023 12:24 am

Oct 15, 2020 · 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.

Sep 25, 2024 · Welcome to the Forum. There are others who will be able to provide more insight than I; however I would approach this from the POV that EJ's fees are reducing your returns continually while paying the taxes on your gains is a one-time event. Would you rather be on a Boglehead path of low fee, diversified investments for the next 30+ years, or funding your EJ …