EFS Advisors is a registered investment advisor founded in 1998 that manages investment portfolios and provides financial consulting services. EFS Advisors designs model portfolios based on client goals, risk tolerances, and time horizons, and offers continuous supervisory and management services. In addition to investment management, the firm provides non-asset management consulting on an hourly basis and assists clients in connecting with third-party service providers for estate planning, accounting, and legal needs. EFS Advisors works with individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $210K | 1.04% |
| $210K - $500K | 0.96% |
| $500K - $1.0M | 0.88% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.68% |
| $10M+ | 0.60% |
Fixed income and cash management accounts use a separate schedule (0.60% up to $100k, 0.36% above). Security Benefit Group participants pay 0.96% up to $500k. Accounts under $25,000 pay an additional $14 annual administrative fee.