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CFP

Stephen Freedman

Edelman Financial Engines
28 Years of Experience
Burlington, MA
View SEC Summary
View SEC Summary

Stephen Freedman is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Burlington, MA, with 28 years of industry experience. Stephen 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 1,244,406 clients with $330B in assets under management.

Edelman Financial Engines
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
722 advisors
Number of Clients
1,244,406 clients
Average Client Portfolio
$262K average
Assets Under Management
$326.3B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$900
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $400K1.75%
$400K - $750K1.25%
$750K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $10.0M0.60%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees for amounts over $25 million are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

25 Burlington Mall Road, Suite 405, Burlington, MA, 01803

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Edelman Financial Engines
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Edelman Financial Services, LLC
August 2016 - November 2018 · 2 yrs 3 mos
Ef Legacy Securities, LLCBroker
August 2016 - October 2018 · 2 yrs 2 mos
USAA Financial Planning Services
October 2011 - August 2016 · 4 yrs 10 mos
USAA Financial Advisors, INC.Broker
August 2011 - August 2016 · 5 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - August 2011 · 1 yr 10 mos
Banc of America Investment Services, INC.Broker
August 2007 - October 2009 · 2 yrs 2 mos
MML Investors Services, INC.Broker
June 2001 - July 2007 · 6 yrs 1 mo
Metlife Securities INC.Broker
August 1998 - June 2001 · 2 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
August 1998 - June 2001 · 2 yrs 10 mos
State Registrations3 states
MANHTX
Advisor

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.

Exams
No exam information available for this advisor.
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