EFS Asset Management (EFSAM) provides investment advice, managing investments based on client objectives. EFSAM invests in equity and fixed income strategies, including corporate, municipal, and sovereign bonds, as well as ETFs and mutual funds. EFSAM focuses on high-net-worth individuals and typically requires a minimum investment of $500,000, though this is negotiable.
Assets Under Management$70M
Clients32
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.4% to 2% and are negotiable based on account size and strategy.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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