Assets Under Management
$2.8B
Number of Clients
9,579
Number of Advisors
13
Average Client AUM
$289K
AUM per Advisor
$213.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Efficient Advisors provides asset allocation services using ETFs and mutual funds, rebalancing portfolios based on client risk tolerance. They work with advisors who refer clients to them. They also offer financial planning and consulting services. They participate in a wrap fee program and offer sub-advisory services.
| Assets Under Management | 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 negotiated based on several factors.
PA, United States