Lori Bensing is a registered investment advisor at Edelman Financial Engines, based in Dallas, TX, with 31 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,281,720 clients with $290B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | Included |
Fees are negotiable for accounts over $25,000,000. Clients referred by the Engagement Center may receive a discount. Edelman Financial Engines employees and their spouses/households are also eligible for a discounted fee.
Fee Estimator
Location
13727 Noel Road Tower 2, Suite 1075, Dallas, TX, 75240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lori is a board member of the Sammons Center for the Arts, a non-profit supporting local artists, since 2019. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Sanders Morris Harris INC.
First Financial Equity Corporation
First Financial Equity CorporationBroker
Oppenheimer & CO. INC.Broker
Stanford Group Company
Stanford Group CompanyBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Securities LLC
Banc of America Securities LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Sweney Cartwright & CompanyBroker
Claremont Financial ServicesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.