What happened to Edelman Financial Engines?
In 2018, Hellman & Friedman took Financial Engines private in a $3 billion deal and merged it with Edelman Financial. "A big part of bringing the firms together in 2018 was to create an even more diverse growth platform, and that's exactly what we've done," says Van de Loo, via email.
Is Edelman Financial Engines legit?
In 2020, Edelman Financial Engines was named the best independent advisory firm for the second year in a row by Barron's, which looked at both quantitative and qualitative factors, such as the size and experience of the team and its regulatory record.
What do financial engines charge?
Financial Engines Advisors manages $260.1 billion and provides investment advisory services for 1,293,354 clients (1:2193 advisor/client ratio).
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Firm Information.
| Summary |
Firm |
| Fee Range |
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| Advisor / Client Ratio |
1:2193 |
| Languages Offered |
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| Specialities |
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Jan 4, 2022
Where is Edelman Financial located?
Is Edelman Financial Engines fee-only?
Advisors are fee-only at Edelman, meaning that they do not receive commissions on trades or sales from affiliates or other entities. Fee-based firms, by comparison, have advisors who are licensed to sell insurance and investment products, and can earn a commission.
How do I opt out of Edelman Financial Engines?
You may opt out of receiving text messages at any time.
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