Robert Andreola is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Norwood, MA, with 32 years of industry experience. Robert 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
720 University Ave., Suite 230, Norwood, MA, 02062
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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 →Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Edelman Financial Services, LLC
Ef Legacy Securities, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Ing Financial Partners, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
H.D. Vest Investment Securities, INC.Broker
Sunamerica Securities, INC.Broker
American Express Service CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Liberty Securities CorporationBroker
American Express Service CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations2 states
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