Embarcadero Financial Investment Advisory (EFIA) offers investment management and financial planning services to individuals, institutions, corporations, and other business entities. These services include pension or profit-sharing plan advice, business continuity and succession planning, estate planning, and general financial planning. EFIA also provides comprehensive business succession planning to independently owned businesses and family enterprises. Investment management services are tailored to each client’s financial circumstances and investment objectives.
Assets Under Management$160M
Clients196
Advisors2
Avg. per Client$820K
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Under certain circumstances, based upon the nature of the Account and the services requested, EFIA in its sole discretion may modify or waive the minimum annual fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...