Tunbridge achieves commission-free investment management with EdwardJones
Town of TunbridgeCity · VT- Document date
- Jan 24, 2025
The 30-second brief
Town meets commission-free breakpoint with EdwardJones, enabling automatic rebalancing, minimizing fees, and keeping cash on hand for beneficiaries. No withdrawals made from the principal for the next 18 months.
EDWARDJONES holds this investment products 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
- Investment Products
- Document date
- January 24, 2025
- Term
- NA
- Vendor
- EDWARDJONES
- Agency
- Town of Tunbridge
- Source document
- town-of-tunbridge-meeting-minutes-2025-01-24_1f3.pdf (Meeting Minutes)
EDWARDJONES's other public contracts
More Town of Tunbridge contracts
Questions about this contract
Who was awarded the investment products contract by Town of Tunbridge?
EDWARDJONES was awarded this investment products contract by Town of Tunbridge, as recorded on January 24, 2025.
What type of contract is this?
This is a Investment Products contract, documented as a meeting minutes record.
Where was this contract approved?
This contract appears in town-of-tunbridge-meeting-minutes-2025-01-24_1f3.pdf (Meeting Minutes), dated January 24, 2025 from Town of Tunbridge. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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.
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What is Town of Tunbridge currently buying?
Explore Town of Tunbridge's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.