Alaine Macdougall is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Phoenix, AZ, with 11 years of industry experience. Alaine 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
4742 N 24Thst, Suite 400, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (2)
Judgment / Lien
June 2021Financial
November 2020Employment History
Current Registrations
Edelman Financial Engines
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
Equitable Advisors, LLCBroker
The Investment Center, INC.Broker
LPL Financial LLCBroker
Allstate Financial Services, LLCBroker
Nylife Securities LLCBroker
State Registrations3 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.