Eliot Finkel Investment Counsel (EF Invest) manages investment portfolios of stocks and bonds for individuals, high net worth individuals, pension and profit sharing plans, trusts and charitable organizations. EF Invest focuses on value, safety, and income, using broad economic analysis and fundamental company research. EF Invest acts as a legally required to act in your best interest.
Assets Under Management$180M
Clients76
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...