EdMD Financial Strategies (EFS) offers investment advice and financial planning to individuals, pension plans, trusts, estates, charities, corporations, and other organizations. EFS creates customized investment solutions through personal contact, offering both discretionary and non-discretionary investment management. Investment strategies may include long-term buy and hold, short-term trading, short sales, and option writing. EFS also provides financial planning services covering investment, retirement, estate, charitable, education, and business planning.
Assets Under Management$2.5M
Clients75
Advisors1
Avg. per Client$33K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees may be negotiable. Clients may receive the same or comparable services from other financial advisors at a lower fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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