Fixed Fee For Service In Montgomery
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FAQ
Janney implements the Strategies for Janney clients, executes all trades in the Accounts invested in the Model-Based Strategy and has investment discretion over the Accounts. The minimum initial investment for accounts in the Adviser's Program is $100,000, which may be waived in Janney's sole discretion.
(1) If you have custody of client funds or securities, you must maintain at all times a minimum net worth of $35,000. (2) If you have discretionary authority over client funds or securities but do not have custody of client funds or securities, you must maintain at all times a minimum net worth of $10,000.
Edward Jones Guided Solutions® $5,000 is the account minimum for Fund accounts with mutual funds and ETFs. $25,000 is the account minimum for Flex accounts with mutual funds, ETFs and stocks. $50,000 is the account minimum for Flex accounts with mutual funds, ETFs, stocks, bonds and CDs.
