Elderado Financial Inc. (EFI) offers financial planning and investment management services to individuals, high-net-worth individuals, charitable organizations, foundations, endowments, and trusts. EFI gathers client information and consults with the client to provide advice. Services include determining financial objectives, identifying financial challenges, cash flow management, insurance review, investment management, education funding, and retirement planning. Investment advice is tailored to the client’s risk tolerance and goals.
Assets Under Management$240M
Clients413
Advisors6
Avg. per Client$570K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.60% |
Fees may be negotiated per advisor discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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