Pure Benchmarks · Portfolio Benchmark Report
Is Your Edward Jones Portfolio Underperforming?
Edward Jones is a full-service brokerage built around local financial advisors, where accounts often combine an advisory fee with commission-driven product selection.
Pure Benchmarks ranks real Edward Jones portfolios against thousands of other verified investor portfolios across nine standardized risk categories, from 100% equity to 90% fixed income. Every portfolio is recategorized daily from actual end-of-day holdings, and Community Nests shows exactly where your Edward Jones portfolio ranks against other real Edward Jones clients in the same risk category — built entirely from verified portfolio data, with no firm that manages money able to see any data point on the platform.
Why your Edward Jones portfolio can lag a pure index baseline
The full-service fee stack. Full-service advisory models layer an advisory fee on top of managed-product expense ratios and commission-driven product selection. Each layer is small on its own, but together they create a structural cost drag that compounds against a low-cost index baseline year after year.
What to review on a Edward Jones portfolio
- Check whether an advisory fee sits on top of the expense ratios of the funds already held inside the account.
- Look at how much of the portfolio is in advisor-selected products versus a plain low-cost index baseline.
Illustrative 10-year comparison — a standard managed portfolio versus a pure index baseline. Figures are illustrative only.
| Year | Standard managed portfolio | Pure index baseline | Gap |
|---|---|---|---|
| Year 1 | $105,200 | $107,000 | -$1,800 |
| Year 3 | $116,400 | $122,500 | -$6,100 |
| Year 5 | $128,700 | $140,300 | -$11,600 |
| Year 7 | $142,300 | $160,600 | -$18,300 |
| Year 10 | $165,100 | $196,700 | -$31,600 |
See exactly where your Edward Jones portfolio stands.
One clean report against a pure index baseline. No email required.
See Your Free Benchmark ReportCompare other firms
- Is your Merrill Lynch portfolio underperforming?
- Is your Morgan Stanley portfolio underperforming?
- Is your Ameriprise portfolio underperforming?
- Is your Raymond James portfolio underperforming?
- Is your UBS portfolio underperforming?
- Is your Fisher Investments portfolio underperforming?
New here? Read the Pure Benchmarks blog or the portfolio benchmarking FAQ.
Answer the bigger questions
This page is an information baseline for comparison only. It is not investment advice and not a recommendation to buy, sell, replace, or transfer any specific asset, account, or firm. Past performance does not guarantee future results. All figures shown are illustrative.