Assets Under Management
$292.9B
Number of Clients
1,281,720
Number of Advisors
640
Average Client AUM
$229K
AUM per Advisor
$457.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Financial Engines Advisors (FEA) offers technology-enabled investment advisory services, including financial planning, investment management, and retirement income solutions. Services are tailored to individual needs and can be accessed through the workplace, online, or with an advisor. FEA is a fiduciary and does not receive commissions tied to product sales.
| 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.
3945 Freedom Circle, Santa Clara, CA, 95054