Efficient Market Investments provides investment management and financial planning services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. Investment management is offered on a discretionary basis. Financial planning includes creating a financial plan with recommendations or ongoing financial consulting services. The firm's services include financial planning, tax planning, investment management, education planning, protection needs review, retirement planning, estate planning, and business planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).