Advisor at Edelman Financial Engines
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Firm
Edelman Financial Engines
Location
Virginia Beach, VA 23452
Credentials
Series 66
Industry experience
1 year
Luke Pitcher is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors LLC, TGA Sports, and held roles at various educational and country club establishments. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.
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.
277 Bendix Rd, Suite 150
Virginia Beach, VA 23452
Virginia
Edelman Financial Engines
2025 - Present (1 year)
Equitable Advisors LLC
2024 - Present (2 years)
TGA Sports
2023 - 2023 (1 year)
Palmira Country Club
2021 - 2022 (1 year)
Florida Gulf Coast University
2021 - 2023 (2 years)
Medinah Country Club
2020 - 2023 (3 years)
Benedictine University
2019 - 2021 (2 years)
Stagg High School
2015 - 2019 (4 years)
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Is active or affiliated with:
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Accountant / CPA / tax prep
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Bank
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Real estate agent
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Other specialized services
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