Edelman Financial Engines Santa Clara Financial Planning and Advisory

Edelman Financial Engines Santa Clara Financial Planning and Advisory is a top-notch service that offers comprehensive financial planning and advisory services to individuals and families in the Santa Clara area.

Their team of experts is dedicated to helping clients achieve their financial goals and secure their financial futures.

With a focus on personalized service and tailored solutions, Edelman Financial Engines Santa Clara Financial Planning and Advisory delivers expert guidance on investment management, retirement planning, and estate planning.

By leveraging cutting-edge technology and a deep understanding of the local market, they provide clients with actionable advice and strategic guidance to make informed financial decisions.

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Edelman Financial Engines charges clients on a quarterly basis, with fees based on the last day of each quarter.

The firm's fees vary depending on the service used, with a Wrap Fee Program that charges a percentage of assets under management.

The Wrap Fee Program has a tiered fee structure, with fees ranging from 1.75% to 0.50% depending on the amount of assets.

Here's a breakdown of the Wrap Fee Program's fees:

Edelman's Institutional Fees also have a tiered structure, with fees ranging from 1.40% to 0.50% depending on the amount of assets.

Edelman's investment representatives are paid a percentage of the AUM fee, but none of them earn a commission.

Edelman Financial Engines offers a range of services to help employees make the most of their employer-sponsored retirement plans. Their discretionary advisory services include portfolio management, which provides a cohesive plan that an advisor will adhere to as they build your portfolio.

This plan includes achieving proper asset allocation and diversification to balance risk and reward. Edelman's advisors will consistently monitor and rebalance your portfolio as needed.

One of the benefits of Edelman's services is the ability to access an advisor via phone or online. This means you can get personalized advice and guidance whenever you need it.

If your employer offers the Personal Advisor service, you'll have access to the expertise of a financial planner and investment manager for both workplace and non-workplace accounts. Keep in mind that this offering includes an additional fee, which you'll be responsible for.

Edelman acts as a fiduciary, ensuring that the advice you receive aligns with your best interests.

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Edelman's wealth planning service is designed to help you manage your assets effectively. They charge a percentage of your Assets Under Management (AUM), which scales down as your assets increase.

Here's a breakdown of how their fee structure works:

Their fee structure is designed to be more affordable as your assets grow. This means you'll pay less as your wealth increases.

Edelman Financial Engines is worth it if you need help growing your employer-sponsored retirement accounts. They specialize in discretionary investment management and financial planning for employees with these types of plans.

Their focus is on helping you make the most of your retirement accounts, which can be a huge advantage if you're not sure how to optimize your investments.

The firm's expertise in this area makes them a good option for employees looking to grow their retirement savings.

Edelman Financial Engines is a financial advisory firm that offers a range of services, including financial planning, investment management, and retirement planning.

Their headquarters is located in Santa Clara, California, which suggests a strong presence in the tech industry hub.

Edelman Financial Engines provides services focused on money management, which is a crucial aspect of personal finance.

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We gathered information directly from publicly available sources, such as Edelman Financial Engines' website and the SEC.

Our review is based solely on the publicly available information we found, without any input from the firm or its representatives.

We've included all the facts and data we could find in our research, without any bias or influence from the company.

The information we've gathered is based on publicly available data, not on any confidential or proprietary information.

Edelman Financial Engines may be a good option if you need assistance with growing your employer-sponsored retirement accounts. They heavily focus on discretionary investment management and financial planning for this specific purpose.

Their expertise lies in helping employees maximize their retirement savings. This is especially true for those with employer-sponsored retirement plans.

The firm's focus on employer-sponsored retirement plans can be a significant advantage for those who rely on these plans for their financial security.