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AB
CFP
AB
CFP
Alexander Robert Bukoski
Edelman Financial Engines
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
High 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
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
Annual Fee
Up to $400K
1.75%
$400K - $750K
1.25%
$750K - $1.0M
1.00%
$1.0M - $3.0M
0.75%
$3.0M - $10.0M
0.60%
$10.0M - $25.0M
0.50%
$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
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Location
Ladson, SC
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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
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Criminal
February 2015
Final Disposition
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Edelman Financial Engines
May 2025 - Present · 9 mos
State Registrations
3 states
SC
TX
VA
Advisor
Exams
No exam information available for this advisor.