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Last Updated: 04/18/2025

Financial Engines Investment Management

in Investment Advisors from Financial Engines

Last Updated: 04/18/2025

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Highlights

Minimum Initial Investment

Management Fee

0.35% - 2%

Financial Engines Investment Management Review

Financial Engines investment is founded in 1996 and based in Sunnyvale, CA.

Financial Engines investment Pros & Cons

The Good

The Bad

Broad selection of account types.
Competitive investment expense ratios.

Does not offer low-cost ETFs.
Does not give access to human finance advisors.
Tax-loss harvesting not available.
Limited investment options.

Financial Engines investment FAQ

What fees does Financial Engines investment charge?

Financial Engines investment uses a fee-only model.

This means Financial Engines investment gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.

Financial Engines Investment Management Fees

Description

Monthly Service Fee

Management Fee

0.35% - 2%

Fee Based?

What management fees does Financial Engines investment charge?

Financial Engines investment charges an annual management fee that starts at 0.35% and ranges up to 2%.

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of Financial Engines investment?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

Financial Engines investment does not charge fees based on an investment expense ratio.

What type of investment accounts and asset classes does Financial Engines investment support?

Financial Engines offers the following types of assets and account types.

Accounts Supported

Supported Options

Unsupported Options

Individual Non-Retirement Accounts
Joint Non-Retirement Accounts
Roth IRA
Traditional IRA
Rollover IRA
Employer Sponsored Plans

SEP IRA
Trusts
529 College Savings Plans
Custodial Accounts

Financial Engines does not offer any of the investment vehicles that we track.

What is the minimum amount you have to invest to open an account with Financial Engines investment?

The minimum amount to open an account with Financial Engines investment is $$5.

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Contact

Headquarters

1050 Enterprise Way

3rd Floor

Sunnyvale, CA 94089

Visit Site

Email Support

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SuperMoney Net Recommendation Score

This product has no reviews yet. Help others by sharing your thoughts.

-1000+100

No one recommends

Everyone recommends

The recommendation score reflects customer satisfaction with a provider. A score of +100 means every customer recommends the provider, while -100 means none of them do. These scores are based entirely on community member votes and are not influenced by partner compensation. SuperMoney removes fake reviews when detected.