Advisor at Edelman Financial Engines
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Firm
Edelman Financial Engines
Location
Alexandria, VA 22314
Credentials
CFP®, Series 66
Industry experience
21 years
Lakeisha Hill is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her prior roles include positions at Financial Engines Advisors L.L.C., Edelman Financial Services LLC, EF Legacy Securities, LLC, Pruco Securities LLC, and The Prudential Insurance Company of America. Outside of her advisory work, she is the president of the Arlington Traditional School PTA and the author of a book titled *Breath of Grace: My life with sickle cell, God and Yoga*. Edelman Financial Engines offers technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages a large asset base through model-based and customized portfolios, combining advisor-led and online offerings to serve a broad client base.
Based on Edelman Financial Engines
Based on Edelman Financial Engines
Up to $10,000 one-time fee for financial plans (waivable). Some clients may have negotiated flat fees not exceeding 1.75% AUM.
$0 - $400,000: 1.75% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,000 - Negotiable: Negotiable
Up to $10,000 one-time fee for financial plan development (can be waived). Online Advice up to $300/year.
Online Advice fees up to $300 per year, payable in advance by credit card.
Account minimum: $5,000 for Wrap Fee Program legacy EFS clients (may be reduced or waived at discretion), $500,000 for institutional clients (may be waived or reduced at discretion), $10,000 for Workplace IRA (may be waived), $5.00 for defined contribution plan participants prior to transactions. Minimum fee: $225 minimum quarterly fee may apply for Personal Advisor clients. Fee-only: Fees based on assets under management as per tiered schedule; no commissions.
1800 Diagonal Rd, Suite 480
Alexandria, VA 22314
Texas · Virginia
Financial Engines Advisors L.L.C.
2018 - Present (8 years)
Edelman Financial Services, LLC
2016 - 2018 (2 years)
EF Legacy Securities, LLC
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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