Conal Saturno-Sanjana is a registered investment advisor at Edelman Financial Engines, based in Fairfax, VA, with 25 years of industry experience. Conal 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
4000 Legato Rd, 8th Floor, Fairfax, VA, 22033
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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
Spire Wealth Management, LLC
Spire Securities, LLCBroker
Grove Point Advisors, LLC
H. Beck, INC.
Grove Point Investments, LLCBroker
Foresters Financial Services, INC.Broker
Foresters Advisory Services, LLC
Enclave Capital LLCBroker
Cimb Securities (USA), INC.Broker
Auerbach Grayson & Company IncorporatedBroker
Hsbc Securities (USA) INC.Broker
The Nikko Securities CO. International, INC.Broker
Bzw Securities INC.Broker
State Registrations2 states
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.