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How does the advisor help clients – Key Takeaways:
When it comes to managing one’s finances, seeking guidance and expertise from a financial advisor can be incredibly beneficial. EDELMAN FINANCIAL ENGINES is a leading financial advisory firm that provides comprehensive services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, EDELMAN FINANCIAL ENGINES offers personalized strategies and solutions tailored to each client’s unique needs and situation.
Facts and Insights
EDELMAN FINANCIAL ENGINES has been in business for over 35 years and has established itself as a trusted and reputable firm in the financial industry. As of December 2020, the firm has over $221 billion in assets under management and employs more than 1,300 advisors nationwide.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $221 billion | over 1,300 | 35+ years |
Financial Services Offered
EDELMAN FINANCIAL ENGINES offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
- Debt management
- College savings planning
Client Types
EDELMAN FINANCIAL ENGINES works with a variety of clients, including individuals, families, businesses, and institutions. Whether you are just starting to build your wealth or are looking to protect and grow your assets, the firm has the expertise and resources to help you achieve your financial goals.
Fees & Compensation
EDELMAN FINANCIAL ENGINES operates on a fee-only compensation structure, which means that the firm does not earn commissions or receive any compensation from third parties. This structure ensures that the firm’s advisors have no conflicts of interest and are solely focused on providing unbiased and objective advice to their clients. The firm’s fees are based on a percentage of assets under management, making the firm’s success closely aligned with the success of its clients.
Background
EDELMAN FINANCIAL ENGINES was founded in 1986 by financial advisor Ric Edelman, who had a vision of providing comprehensive financial planning services to the average American. Over the years, the firm has grown and expanded its services, but its commitment to helping clients achieve financial success has remained the same.
Financial Advisor Disclosures to Know
As a registered investment advisor, EDELMAN FINANCIAL ENGINES is held to fiduciary standards, which means that the firm is legally obligated to act in the best interests of its clients. The firm also has a strict code of ethics that all of its advisors must follow. However, it’s important for clients to always do their due diligence and thoroughly understand any potential conflicts of interest or fees associated with their financial advisor’s services.