LBYM. Based on your "suit/tux" post on the O/T, I know you are fixing to get married. But through these firms clients can also buy and sell stocks, options, bonds and other investments. You should really try it sometime. Never look back unless you are planning to go that way. Edward Jones thrives on its accessibility to foot traffic. by BlackStrat » Sat Mar 24, 2018 9:17 am, Post But I will say that Vanguard paved the way for these companies to lower their fees and if Vanguard had not existed, I don't see any reason whatsoever that Schwab and Fidelity would have lowered (unless they got in a bidding war with each other). by Nestegg_User » Fri Mar 23, 2018 11:41 pm, Post Jack Bogle has talked about two things that make Vanguard special. Both firms offer similar choices when it comes to transferring money in and out of their accounts. They offer wealth management as well as self-managed accounts. It's a similar reason I use credit unions instead of banks. I maintained an account with TD Ameritrade as well. No matter how simple or complex, you can ask it here. That’s 87 years and counting.The Vanguard Wellington Fund is a mutual fund — a collection of stocks and bonds owned by a group of people, just like you or me. In fact, I couldn’t even open an account on my own from their website. For those that are little savvier on a computer, Vanguard may be the winner. Yes, over the years I have seen the $ on a somewhat roller coaster. Edward Jones is best known for its financial advisory services and charges higher fees for there funds and wealth management services. Processing fees to change over. by Tamarind » Fri Jan 26, 2018 9:23 pm, Post TDAmeritrade is recommended often. I don't like being steered and I sense that Edward Jones "steers" people when I read that they put customers in the American funds -which may be good but provide commissions to the local seller. by sport » Fri Mar 23, 2018 7:11 pm, Post There are over 14,000 offices all over the United States that you can walk into and talk to one of their financial advisors. Vanguard doesn’t do this. Let’s compare Edward Jones’ Services and compare their Management Fees. $100 per account to roll them over. Vanguard is known for its low fees and signature funds with low rates. All my investments are Vanguard ETFs. The Guided Solutions Flex Account is designed for portfolios that consist of a mix of any or all of the following: stocks, bonds, ETFs, Mutual Funds, and CDs. Vanguard thrives from its incredibly low-cost services and funds that are unbeatable by any of its competition. Overall I just get the sense that TD Ameritrade is focused mostly on providing you the information and tools you could need to make trades now. Read our comparison chart below. by burt » Fri Mar 23, 2018 5:47 pm, Post Just my personal opinion and observation. They may give you free trades or a bonus to move. The Guided Solutions Fund Account builds a portfolio with Mutual Funds and ETFs and uses automated re-balancing to ensure the correct risk tolerance for the investor. I can give examples if needed. This tool gives you real-time insights, actionable alerts, and detailed analytics so you can make informed investing decisions. I personally would never invest in Edward Jones because of the fees and the simple fact that I like to have full control over my own investments but I can see how it would be a great service for those that aren’t comfortable managing their own portfolio or just simply choose not to. As a comparison, at the same time I also did a 401k rollover from Fidelity that I had with my former employer. Fidelity vs Vanguard vs Betterment. Edward Jones has 2 signature services for wealth management. All financial advisors are salary-based rather than commission-based so you know they are offering you recommendations that are best for your goals. They also offer the following ways to transfer money: A lot of people want to know how much it costs to transfer their accounts in case they decide to move their assets elsewhere. Not one of their funds carries a load. by lazyday » Sat Mar 24, 2018 6:47 am, Post You can start the transfer on Vanguard’s site. One is the strategy and the other is the structure. This service is very similar to other Robo-Advisors that you may have heard about such as Betterment and Acorns. Fidelity’s FZROX had a dividend last year of 1.45%, compared to Vanguard’s VTSAX dividend of 1.77%. Vanguard vs. Fidelity: Special features. 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