EFS Wealth Management provides investment advisory services, including monitoring third-party money managers and financial planning, to individuals, trusts, small businesses, family offices, endowments, and other institutional clients. Financial planning covers various aspects of a client's financial health, including net worth, cash flow, investments, tax planning, retirement, insurance, estate planning, and education funding. EFS Wealth recommends third-party money managers and monitors their performance.
Fee Structure
EFS Wealth recommends third-party money managers. For clients who invest with Delta Capital Management, the money manager's advisory fee is 0.60% per year. For clients who invest with Desert Rose Capital, the money manager's advisory fee is 0.85% per year. In both cases, the total fees applied to client accounts for services will be 1.60% per year.