EFC Wealth Management offers asset management, financial planning, and ERISA plan services to individuals, high net worth individuals, and businesses. EFC determines investment strategies based on client goals and risk tolerance. Financial planning covers goals, net worth, cash flow, retirement, risk management, investments, taxes, and estate planning. EFC also offers educational seminars and a Jumpstart Program for personal finance coaching.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria. When using Sub-Advisors, the Client will pay additional fees in addition to the fee schedule as outline above. The exact total fee will be dependent on the model strategist(s) selected; however, the total fee (AE Wealth + EFC) will not exceed 2%.