Edelman Financial Engines
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
About This Firm
Financial Engines Advisors L.L.C. (Edelman Financial Engines) offers technology-enabled investment advisory services, including financial planning, investment management, and retirement income solutions. Services are available through the workplace, online, or through investment professionals. They offer holistic, personalized plans for saving and investing, retirement income assessments, and access to investment advisor representatives.
Fee Structure
This firm provides various advisory services, and fees depend on the specific service used. Fees for discretionary advisory services offered through the workplace are determined by agreements with plan sponsors. Fees for wealth planning and TAMP clients are outlined in the Wrap Fee Brochure. Clients may pay a fee in addition to the wrap fee for fixed income trades utilized in the Retirement Paycheck service.
Areas of Practice
Location
3945 Freedom Circle, Santa Clara, CA, 95054