TrueAdvisor
TrueAdvisor
AM
AM

Aaron Christian Mulvaney

Edelman Financial Engines
31 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Edelman Financial Engines
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
640 advisors
Number of Clients
1,281,720 clients
Average Client Portfolio
$229K average
Assets Under Management
$292.9B

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $400K1.75%
$400K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees negotiable for amounts over $25,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

3570 Carmel Mountain Road, Suite 450, San Diego, CA, 92130

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2008
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Edelman Financial Engines
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
Ef Legacy Securities, LLCBroker
April 2016 - October 2018 · 2 yrs 6 mos
Edelman Financial Services, LLC
January 2015 - November 2018 · 3 yrs 10 mos
Sanders Morris Harris LLCBroker
January 2015 - April 2016 · 1 yr 3 mos
Charles Schwab & CO., INC.Broker
December 2003 - January 2015 · 11 yrs 1 mo
Charles Schwab & CO., INC.
December 2003 - January 2015 · 11 yrs 1 mo
U.S. Bancorp Investments, INC.Broker
June 2002 - November 2003 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2000 - June 2002 · 2 yrs 1 mo
Lincoln Financial Advisors CorporationBroker
September 1994 - May 2000 · 5 yrs 8 mos
The Lincoln National Life Insurance CompanyBroker
September 1994 - May 2000 · 5 yrs 8 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.