John
Choi
Financial Engines Advisors L.L.C
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About this Advisor
John Choi is a financial advisor working in Santa Clara, California with a total of 17 years of industry experience. Choi works at Financial Engines Advisors L.L.C. They have spent all of their career at Financial Engines Advisors L.l.c. Choi maintains a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in California. Financial Engines Advisors L.L.C is a firm operating out of Santa Clara, CA. The investment advisory business has offices in 149 locations and a total of 1,514 employees. It administers $242 billion in total assets across its 1,594,707 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 54 charities and foundations. Of its 1,594,707 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. Financial Engines Advisors L.L.C performs a broad array of services, such as 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. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees charged by Financial Engines Advisors L.L.C likely are comprised of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Engines Advisors L.L.C Brokerage Details
$241,970,176,743
1,514
1,594,707
$151,733
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
John Choi Work History
John has been registered as a financial advisor for 17 years.*
Financial Engines
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of John Choi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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