Скачать или смотреть Should I Invest with Edelman Financial Engines? Are they too expensive? (Updated 2025)

Disclaimer: All comparison pricing and fee schedules are deemed to be valid at the time of recording. Information is from SEC ADV documents & firm websites. Pricing may have changed so check your Advisory agreement and check for new information. https://adviserinfo.sec.gov/firm

Are you considering Edelman Financial Engines for your investment needs? Before you make any decisions, watch this video to learn the truth about Edelman Financial Engines investment fees and why they might not be the best choice for your financial future. We will provide a breakdown of Edelman Financial Engine's Fees and how these fees can significantly reduce your investment returns over time. #edelman #edelmanfinancialengines #investing #ricedelman

📅⬇️We work with Clients nationwide. Book a meeting here. ⬇️📅
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💲If you are looking for a new Advisor, we are built for the Millionaire Next Door!

Can you afford an expensive Advisor/ Broker/ Insurance Sales Rep? We think you can do better!
We suggest you want:
✅1) Fee only, Fiduciary for you 100% of the time.
✅2) Advisor fees below 1%. You don't need to pay 1%+ for a $1M to $10M+ portfolio.
✅3) What scope of work do you need? Portfolio Management, Financial Planning, Tax Optimization.
✅4) We are data driven and will show you your red flags.
✅4) We help you to live your best life possible.
✅5) We have great partners like Dimensional Funds, Avantis, Vanguard, JP Morgan, AQR, iShares and more.

Contact us for a free 2nd opinion about your financial strategy. You may be shocked by your total fees & red flags. Typical Clients have total investments more than $500k (younger & going to be the Millionaire Next Door) & Clients with $1M to $10M+.

We work with Clients nationwide. Book a meeting here- https://calendly.com/todd-iia/discove...
#investing #retirement #financialplanning #financialplanning101

YouTube Video Link:    • Should I Invest with Edelman Financial Eng...  
Transcript

Title: Edelman Financial vs. Integrity Investment Advisors – Are You Overpaying for Advice?*

"Hi, I’m Todd from Integrity Investment Advisors. Some of our clients asked us to compare our services to *Edelman Financial Engines**. This video may help you save **$6,000 to $20,000+ annually* on advisory fees."

💸 Edelman Financial Fees – Tiered but High

Fee structure:
*1.75% on first $400K*
Then **1.25%**, then **1.00%**, etc.
Despite Edelman's reputation, their pricing remains *expensive* — especially as portfolios grow.

“Edelman has great media and name recognition, but that doesn’t mean their fee structure is efficient.”

💰 IntegrityIA Fee Comparison

*0.70% on first $1M*
**0.40% above $1M**, and drops again above $5M and $10M
Sample comparisons:
$2M with Edelman = ~$21,000/year
$2M with IntegrityIA = ~$11,000/year → *$10K savings*
$3M with Edelman = ~$30,000/year
$3M with IntegrityIA = ~$15,000/year → *$15K savings*

“We’re really built for the **Millionaire Next Door**—not for Wall Street fees.”

🧾 Comparison to National Firms

Compared to:
*Fisher Investments*
*Mercer Advisors*
*Carson Wealth*
*Creative Planning*
*Edelman Financial*

**IntegrityIA Fees**:
Around *0.50% at $3M–$5M levels*
Others often hover closer to *1.00%*
Potential *annual savings of $20K–$30K+*

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🧠 Free Second Opinion Review

Includes:
Audit of *total advisory + investment fees* (in % and dollars)
Identification of *“wealth killers”*
Benchmarking returns (1, 3, 5, and 10 years)
*Tax-saving strategies* including Roth conversions
A personalized *PDF report with action items*

🧰 Comprehensive Wealth Services

**Investment Management**:
DFA, Avantis, AQR, JP Morgan, private equity, direct indexing
**Planning Tools**:
RightCapital for cash flow modeling
**Tax & Estate Planning**:
Via Holistiplan, including charitable giving and multigenerational strategies

“We're fee-only, fiduciary, and not owned by private equity—so you keep more of your money.”

✅ Key Benefits from the Video

1. *Significant Fee Savings*
~50% less than Edelman for similar services

2. *True Fiduciary & Fee-Only Model*
No hidden commissions or asset-based platform fees

3. *Institutional Investment Access*
DFA, AQR, JP Morgan, etc., often without middlemen

4. *Complete, Personalized Financial Planning*
Tax, estate, retirement, giving — all integrated

5. *Second Opinion = Transparency*
Know exactly what you're paying for, and what you're missing

6. *Built for High-Net-Worth Individuals*
Optimized for efficiency, personalization, and outcome-driven service