MF
CFP
MF
CFP

Mamy Faye

12 Years of Experience
Duluth, GA

Mamy Faye is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Duluth, GA, with 12 years of industry experience. Mamy 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
676 advisors
Number of Clients
1,281,720 clients
Average Client Portfolio
$229K average
Assets Under Management
$292.9B

Fee Structure

Minimum Investment:$5K
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+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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1960 Sattelite Boulevard, Suite 3500, Duluth, GA, 30097

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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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Other Business Activities

Mamy is an advisory board member for AdvisorCheck.com, an independent data and analytics company, dedicating minimal time. Mamy also serves as an advisory board member for Our Legacy Foundation, a nonprofit organization, also dedicating minimal time.

Employment History
Current Registrations
Edelman Financial Engines
October 2016 - Present · 9 yrs 6 mos
Previous Registrations
Financial Engines Advisor Center, LLC
July 2015 - December 2016 · 1 yr 5 mos
The Mutual Fund Store
May 2013 - September 2015 · 2 yrs 4 mos
State Registrations2 states
GATX
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.
Mamy Faye - Financial Advisor | TrueAdvisor