Edelman Financial Engines offers technology-enabled investment advisory services, including financial planning, investment management, and retirement income solutions. Services are available for employer-sponsored retirement accounts, individual retirement accounts, and taxable accounts. Clients can access services online, through tools, or with an advisor. Edelman Financial Engines works with clients to develop a strategy to help them reach their investment and retirement goals.
Assets Under Management$290B
Clients1,281,720
Advisors676
Avg. per Client$230K
Avg. per Advisor$430M
www.glassdoor.com/overview/working-at-edelman-f... ·www.threads.net/@edelmanfinancialengines ·www.newenglandpension.com
Fee Structure
Minimum Investment:$5K
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
676 Advisors at this firm
Page 1 of 34