Edelman Financial Engines’ Post

Name: What It Really Means to Work with a Fiduciary
Uploaded: 2024-07-09T20:39:56.424Z
Channel: Edelman Financial Engines
Description: When it comes to financial advice, Edelman Financial Engines is a fiduciary. Wei Hu, our head of research, discusses what this means, and how our financial advisors serve the best interests of our clients. They maintain a long-term focus, strategically rebalance your portfolio, and keep an eye on keeping your costs and your taxes low. Learn more: https://bit.ly/4bgELBA hashtag #FromHereForward

Edelman Financial Engines

33,387 followers

3mo

When it comes to financial advice, Edelman Financial Engines is a fiduciary. Wei Hu, our head of research, discusses what this means, and how our financial advisors serve the best interests of our clients. They maintain a long-term focus, strategically rebalance your portfolio, and keep an eye on keeping your costs and your taxes low. Learn more: https://bit.ly/4bgELBA hashtag #FromHereForward

Transcript

(bright music) - When it comes to financial advice, we are a fiduciary, and that means that every one of our financial advisors serves your best interests. Now, our team approach is also important. So if something happens to your particular advisor, their colleagues can step in temporarily or even permanently, if needed, to take over in a seamless way. Now, we serve people of every age, income, occupation, and situation, so we're not just focused on the high-net worth population. We've used the same investment strategies since our founding, diversify, maintain a long-term focus, strategically rebalance your portfolio and keep an eye on keeping your costs low and your taxes low. And our fee is based on the size of the account that we're managing. (bright music)

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Edelman Financial Engines’ Post

What It Really Means to Work with a Fiduciary

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