The 2018 ranking refers to Edelman Financial Services, LLC, which combined its entire advisory business with Financial Engines Advisors L.L.C. (FEA) in Nov. 2018 and where FEA received …

At Edelman Financial Engines (EFE), your starting fee can be a jaw-dropping 1.75%/year (on the first $400,000). Plus the internal expense of the investments they use (example: .50%/year).

Apr 17, 2025 · Check out the table below to see how Edelman Financial Engines’ fees for its asset management services compare to those at other financial advisor firms. Note that these …

Feb 11, 2025 · This fee typically decreases as the amount of assets under management increases, providing economies of scale for larger investors. As of the last update, their fee …

Jan 7, 2025 · EFE services extend to individuals or participants of an employer-sponsored plan like a 401 (k), 457, 403 (b), IRAs and other taxable retirement accounts. EFE is a fee-based …

Jun 5, 2024 · EFE’s managed account fees range up to .60% and vary according to size of the plan, the account balance, and the services being offered. The average TDF fee is about …

Mar 31, 2023 · Compensation for client referrals is paid out of client fees paid to Edelman Financial Engines; however, clients pay only the fees and rates noted in the applicable fee …

Nov 16, 2025 · Compensation paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, …

Compensation for client referrals is paid out of client fees paid to Edelman Financial Engines; however, clients pay only the fees and rates noted in the applicable fee schedule.

Mar 31, 2024 · Compensation for client referrals is paid out of client fees paid to Edelman Financial Engines; however, clients pay only the fees and rates noted in the applicable fee …