Michael
Felix
Edelman Financial Engines
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About this Advisor
Michael Felix is a financial advisor based in Phoenix, Arizona, working with Edelman Financial Engines. Michael has previously held a position at Financial Engines Advisors L.L.C. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Michael is part of Edelman Financial Engines, which operates out of Phoenix, Arizona. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Michael Felix Work History
Financial Engines Advisors L.L.C
Disclosures
Please visit the SEC profile of Michael Felix to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Edelman Financial Engines
Lynnwood, WA
Columbia, SC
Los Angeles, CA
Seal Beach, CA
Spokane Valley, WA
Ashburn, VA
Fort Worth, TX
Clifton Park, NY
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