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Paladin Research Report for: Edelman Financial Services

Edelman

Paladin Transparency Index (PTI)

3.5

Data compiled from company, regulatory agency (SEC, FINRA), and third party websites. Did Not Disclose (DND) means Paladin could not find this information on the Internet. Advisory firms can submit updated information to Paladin Research. Paladin will update the OFA report if it can validate the information.

  • Type of Financial Firm: Online Financial Advisor (OFA)
  • URL: www.edelmanfinancial.com
  • Year Established: More than 25 years ago
  • Headquarters Location: Fairfax, VA
  • Most Recent Update: 8/11/15

Types of Financial Services

  • Investment advice and services Planning advice and services

Registration & Licensing

  • SEC: 801-64567
  • CRD: 113299
  • IARD: 113299
  • Disclosures (SEC.gov): Disclosures

Contact Information

  • Email: info@riceedelman.com
  • Telephone: 855-215-7171
  • Human Contact: Yes
  • Type of Contact: Telephone, Email, or Face-to-Face if you are located in a city where they have an office

Minimums

  • Minimum Asset Requirement: $5,000
  • Minimum Fee: $100 per year
  • Free Offer(s): Free no-obligation portfolio review

Combined Fees

  • Service Initiation Fees: None
  • Annual Fee: 0.50% to 2.00%
  • Annual Third Party Fee(s): Yes
  • Examples of Third Parties: ETF's, Index Funds, Mutual Funds, Broker/Dealers

Scope of Business

  • Number of Users: 25,500 (Source: ADV; as of 8/11/15)
  • Assets (Paid): $14,413,000,000 (ADV; as of 8/11/15)
  • Assets (Free): None

Investment Services

  • Number of Portfolios: More than 100 (Edelman Managed Asset Program)
  • Types of Investments: ETF's, mutual funds, annuities
  • Investment Managers: DND

Additional Investment Services

  • Data Aggregation Services: No
  • Tax Loss Harvesting: DND
  • Rebalancing: Yes (can be daily)
  • Account Liquidity: DND
  • Investor Discretion: Upon Request

Additional Information

  • Clearing & Custody: TD Ameritrade, Pershing, Fidelity
  • Mobile Application: No

Paladin Transparency Rating (PTI)

  • 3.5

Interview

  • None

Comments

  • None

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