Financial Engineering, LLC provides financial planning services covering retirement, risk management, college savings, debt management, and tax planning. They also offer investment advisory services through third-party money managers, assisting clients in selecting managers and reviewing their performance. Additionally, they work with businesses to develop retirement plans for employees.
Assets Under Management$400K
Clients4
Advisors1
Avg. per Client$100K
Avg. per Advisor$400K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.8M | 0.90% |
| $1.8M - $2.8M | 0.75% |
| $2.8M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable for accounts over $5,000,001. This fee does not include the Outside Manager's fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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