Efficient Planning Solutions LLC (EPS) offers asset management services, managing client accounts with ongoing supervision. EPS also provides financial planning and consulting services, including advice on cash flow, tax, risk, investment, education, retirement, and estate planning. EPS works with clients to create an investment policy statement and allocate assets based on their risk tolerance and financial situation. EPS typically uses passively and/or evidence-based mutual funds/ETFs and, where appropriate, individual fixed income securities.
Assets Under Management$1.1M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.40% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...