Equity Fund Research (EFR) manages client investments through brokerage accounts, primarily using mutual funds and exchange-traded funds (ETFs). EFR selects these investments based on in-house research and aims for maximum return within the client's risk tolerance, tax situation, and any specific restrictions. EFR focuses on funds available without a load charge.
Assets Under Management$2
Clients1
Advisors1
Avg. per Client$2
Avg. per Advisor$2
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 4.80% |
| $500K - $1.0M | 5.60% |
| $1M+ | 4.80% |
Fees are negotiable under limited circumstances. The quarterly fee structure is $1,200 plus 0.20% on assets over $500,000 and under $1,000,001; plus .15% on assets over $1,000,000. The $1200 quarterly fee is equivalent to 4.8% on $100,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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