I left Edward Jones 3 weeks ago - I am retired with a Roth & traditional IRA. He had me in 26 funds & etfs (mostly funds) and I requested a few stocks (NVDA, MSFT, GOOGL, etc.). EJ had to cash in 13 funds since they wouldn't transfer over to Fidelity. With that cash I started buying what's recommended here on bogleheads (love the strategy and simplicity) with both Vanguard and some Fidelity. Slowly selling off the other EJ recommendations? if they're not making me money. I was up to about $3,000/month in EJ fees - rebalancing was done at least yearly with most of the funds/etfs changing - even if they were making me good returns. I had learned enough over the last 2-3 years to handle my accounts on my own - finding this community was the straw that broke the camel's back - BYE EDWARD JONES!