Jennifer Sevier is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Silver Spring, MD, with 24 years of industry experience. Jennifer 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
12510 Prosperity Drive, Suite 350, Silver Spring, MD, 20904
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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
Ef Legacy Securities, LLCBroker
Edelman Financial Services, LLC
Sanders Morris Harris LLCBroker
Edelman Financial Advisors LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Banc of America Investment Services, INC.Broker
State Registrations2 states
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