Emphasizing Your Best Interests

Staff executives and board members have unique yet very important responsibilities when it comes to managing the assets entrusted to them. Thus, Edelman Financial Services has a fiduciary responsibility to help you execute your duties.

As a Registered Investment Advisor, we have a fiduciary obligation to serve your best interests. We don’t offer hot tips or follow the latest fad, because your organization’s financial future should not be left to chance. Rather, we provide you with all the assistance and services you need so your investment decisions can proudly stand up to outside scrutiny, and we do so efficiently and effectively.

To further serve you, Edelman Financial Services has assembled an experienced and talented team of financial professionals. They are skilled listeners who take the time to understand your organization’s financial situation in order to give you specific investment recommendations designed to help you achieve your objectives. Our advisors are a resource ready to answer your questions, provide you with ongoing guidance and ensure that you receive the highest standard of care.

More Money for What’s Important

Our fiduciary duty mandates that Edelman Financial Services places your needs first. That is why we offer you a low annual fee based on assets, not transactions. We receive no commissions or third-party payments — eliminating a potential conflict of interest that is so common in the investment world.

Furthermore, when working with the Edelman Managed Asset Program® you avoid costs that could reduce your investment returns. Specifically, when working with us, you enjoy:

  • No commissions
  • No 12b-1 fees
  • No consulting fees
  • No trading expenses
  • No ticket charges

Instead, our low annual fee1 is fully disclosed and completely transparent. Furthermore, it is assessed in arrears, unlike some firms that bill their fee in advance. This low fee translates into more money to fund your mission — offering yet another reason to select Edelman Financial Services.

1 The fee does not include debit balances, related margin interest, IRA and retirement plan fees, transfer fees, SEC fees, 12b-1 fees for certain money market funds, expenses charged by the mutual funds (including management fees, transaction charges incurred for fund-level asset allocation model trades, custody of fund assets and other fund expenses), variable annuities and exchange-traded funds, or other fees or taxes that are required by law.