AM
CFP
AM
CFP
Alaine Macdougall
12 Years of Experience
Uniondale, NY
2 Disclosures
Alaine Macdougall is a CFP-designated registered investment advisor at Edelman Financial Engines, based in Uniondale, NY, with 12 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 1,244,406 clients with $330B in assets under management.
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 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+ | 0.50% |
Fees for amounts over $25 million are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1130 Rxr Plz, Suite 1130, Uniondale, NY, 11553
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
June 2021Financial
November 2020Pending
Employment History
Current Registrations
Edelman Financial Engines
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Esi Financial Advisors
September 2021 - December 2021 · 3 mos
Equity Services, INC.Broker
June 2021 - December 2021 · 6 mos
Equitable Advisors, LLCBroker
December 2018 - May 2021 · 2 yrs 5 mos
The Investment Center, INC.Broker
September 2018 - October 2018 · 1 mo
LPL Financial LLCBroker
July 2017 - September 2018 · 1 yr 2 mos
Allstate Financial Services, LLCBroker
December 2016 - July 2017 · 7 mos
Nylife Securities LLCBroker
March 2013 - November 2016 · 3 yrs 8 mos
State Registrations4 states
AZNYTXVA
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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