EFOI LLC offers asset management services, providing continuous investment advice and making investments based on individual client needs. They offer diversified portfolio development and management. EFOI may recommend stocks, bonds, mutual funds, exchange traded funds, variable annuities, or direct participation programs. EFOI also provides financial planning services covering areas like retirement, education, insurance, debt management, investments, tax, and estate planning. EFOI will not have discretionary accounts; all investment decisions will be made in agreement with clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Asset-based account management fees range from 1.00% - 1.25% and are negotiable. Portfolio management for individuals and/or small businesses, pooled investment vehicles (other than investment companies), businesses (other than small businesses) or institutional clients (other than registered investment companies and other pooled investment vehicles) are all 1.00-1.25 %