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Brown Cafe UPS Forum
Life After Brown
Edward Jones
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<blockquote data-quote="av8torntn" data-source="post: 977234" data-attributes="member: 8259"><p>Just for a heads up I'm guessing you probably already know this and am also guessing it will be the same where you are. They charge a 40$ fee per year for retirement accounts and the load for the mutual funds is something like 5.25%(a guess off the top of my head as I don't feel like looking at a statement). My advisor has done an admirable job during the downturn managing which funds I bought into. They do advise you on how to allocate your 401k and even though the choices are limited it is somewhat helpful. It is also true, at least with my advisor, that they are very available for questions and they like to meet with you at least once a year and you get a call or two a year.</p><p></p><p></p><p></p><p>Edit to add I've never been charged for a meeting or phone call if that is what you read into my original post. There are additional learning opportunities available at no charge through them. The research on their website you will have available is not the best nor the worst that I've seen. Also they tend to recommend higher quality, long term type investments which suits retirement type planning in my view.</p></blockquote><p></p>
[QUOTE="av8torntn, post: 977234, member: 8259"] Just for a heads up I'm guessing you probably already know this and am also guessing it will be the same where you are. They charge a 40$ fee per year for retirement accounts and the load for the mutual funds is something like 5.25%(a guess off the top of my head as I don't feel like looking at a statement). My advisor has done an admirable job during the downturn managing which funds I bought into. They do advise you on how to allocate your 401k and even though the choices are limited it is somewhat helpful. It is also true, at least with my advisor, that they are very available for questions and they like to meet with you at least once a year and you get a call or two a year. Edit to add I've never been charged for a meeting or phone call if that is what you read into my original post. There are additional learning opportunities available at no charge through them. The research on their website you will have available is not the best nor the worst that I've seen. Also they tend to recommend higher quality, long term type investments which suits retirement type planning in my view. [/QUOTE]
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