TrueAdvisor
TrueAdvisor
AR
AR

Aaron Ray Rowe

Edelman Financial Engines
25 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

200 Westgate Parkway Westgate Ii, Suite 202, Henrico, VA, 23233

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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
August 2002
Settled
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
March 2016 - October 2019 · 3 yrs 7 mos
Edelman Financial Services, LLC
September 2010 - November 2018 · 8 yrs 2 mos
Sanders Morris Harris LLCBroker
September 2010 - April 2016 · 5 yrs 7 mos
Suntrust Investment Services, INC.
December 2007 - September 2010 · 2 yrs 9 mos
Suntrust Investment Services, INC.Broker
December 2007 - September 2010 · 2 yrs 9 mos
Wachovia Securities Financial Network, LLC
May 2006 - December 2007 · 1 yr 7 mos
Wachovia Securities Financial Network, LLCBroker
September 2004 - December 2007 · 3 yrs 3 mos
Wachovia Securities, LLC
June 2004 - May 2006 · 1 yr 11 mos
Wachovia Securities, LLCBroker
June 2004 - May 2006 · 1 yr 11 mos
AXA Advisors, LLC
February 2000 - June 2004 · 4 yrs 4 mos
AXA Advisors, LLCBroker
February 2000 - June 2004 · 4 yrs 4 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.