Efficient Advisors offers asset allocation services designed to build long-term wealth while maintaining risk tolerance. They offer model portfolios using exchange-traded funds (ETFs), mutual funds, and variable annuity sub-accounts. Efficient monitors accounts and rebalances assets to maintain the selected allocation. Other financial professionals refer clients to Efficient. They also provide sub-advisory services to other financial firms.
Assets Under Management$2.8B
Clients9,579
Advisors11
Avg. per Client$290K
Avg. per Advisor$250M
Fee Structure
Minimum Annual Fee:$60
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $4.0M | 0.40% |
| $4.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees may be negotiable. An additional 0.05% is charged annually for Efficient Advisors Alternatives Portfolios.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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