Efficient Capital Strategies provides financial planning, portfolio construction advice, long-term investment management, and investment performance consultations. The firm creates customized financial plans and portfolio management strategies based on each client’s needs and objectives. They utilize equities, fixed income securities, mutual funds, exchange-traded funds, and alternative investments.
Assets Under Management$10M
Clients8
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees negotiable for amounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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