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Town of Tunbridge Awards Financial Services Contract to EDWARDJONES (November 2024)

Town of Tunbridge
Disclosed value
Roughly 1.1% management fee
From meeting minutes
Approved
Nov 15, 2024

The 30-second brief

What it covers

The Trustees of Public Funds for the Town of Tunbridge unanimously approved moving all town accounts with EdwardJones to a hybrid fee structure with a roughly 1.1% management fee and fiduciary obligation. The decision aligns all managed accounts with the new fee policy as of November 15, 2024.

Who holds it

EDWARDJONES holds this financial services contract with Town of Tunbridge. Its other public contracts on record include work for Big Springs village and North Kansas City 74 School District.

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Contract details

Contract type
Financial Services
Amount
Roughly 1.1% management fee
Document date
November 15, 2024
Vendor
EDWARDJONES
Agency
Town of Tunbridge
Source document
town-of-tunbridge-meeting-minutes-2024-11-15_482.pdf (Meeting Minutes)

EDWARDJONES's other public contracts

Town of Tunbridge, VermontTrustees Shift 10% of Funds Into 1-Year CDs · Jun 3, 2026UndisclosedTown of Tunbridge, VermontEdwardJones Continues Managing Tunbridge Public Funds · Jun 3, 2026UndisclosedBig Springs village, NebraskaSecond EdwardJones Investment Services Payment Approved · Jan 6, 2026$175Big Springs village, NebraskaVillage Pays EdwardJones for Retirement Services · Dec 2, 2025$175North Kansas City 74 School District, MissouriEdwardJones Managing Tricentennial Trust Portfolio · Jun 30, 2025UndisclosedAll EDWARDJONES contractsVendor profile

More Town of Tunbridge contracts

Otter Creek EngineeringStrafford Road Pavement Work Discussion Set With Engineering Firm · Oct 13, 2026UndisclosedNorthwoods Excavating IncTunbridge Reviews Strafford Road Warranty Work · Sep 22, 2026UndisclosedCilley, DevinTunbridge Extends Devin Cilley Mowing Services · Sep 22, 2026UndisclosedHoyt, Randall SFlint Bridge Repair Awarded to Randall S Hoyt · Sep 22, 2026$137.3KSanborn, Head & Associates IncSanborn Head Reviews Strafford Road Warranty Issues · Sep 22, 2026UndisclosedAll Town of Tunbridge activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Town of Tunbridge?

EDWARDJONES was awarded this financial services contract by Town of Tunbridge, as recorded on November 15, 2024. The contract value is Roughly 1.1% management fee.

How much is the EDWARDJONES contract with Town of Tunbridge worth?

The EDWARDJONES contract with Town of Tunbridge is valued at Roughly 1.1% management fee, covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in town-of-tunbridge-meeting-minutes-2024-11-15_482.pdf (Meeting Minutes), dated November 15, 2024 from Town of Tunbridge. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does EDWARDJONES hold?

EDWARDJONES may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

What is Town of Tunbridge currently buying?

Explore Town of Tunbridge's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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