Edwards Financial & Insurance Services (EFIS) offers investment advisory services, building model portfolios using low-cost ETFs and mutual funds based on a client's investment strategy. EFIS also provides comprehensive financial planning, estate planning, retirement planning, charitable giving, and cash management. Investments are continuously supervised, and adjustments are made based on market changes. EFIS works on a discretionary basis, acting as a fiduciary in the client's best interest. There is no account minimum.
Assets Under Management$3.5M
Clients150
Advisors2
Avg. per Client$23K
Avg. per Advisor$1.8M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.45% |
| $50K - $100K | 1.25% |
| $100K - $250K | 1.00% |
| $250K+ | 0.90% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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