Edward Dinan is a registered investment advisor at Edelman Financial Engines, based in Santa Clara, CA, with 16 years of industry experience. Edward 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
2445 Augustine Dr, Suite 150, Santa Clara, CA, 95054
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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
Edward serves as the Treasurer/CFO for Samye, a 501(c)3 religious organization, since 2021. He dedicates about 10-20% of his time to bookkeeping, overseeing bank accounts, payments, taxes, and a brokerage account for stock donations in this volunteer position.
Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Thornburg Investment Management INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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