EFG Financial provides retirement planning and portfolio management services. For retirement planning, they review your finances and goals to create a tailored plan. For portfolio management, they create a customized portfolio based on your objectives and risk tolerance, using their own model portfolios. EFG Financial also recommends third-party investment advisors and monitors those portfolios. They manage accounts on a non-discretionary basis, meaning they need your permission before making trades.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.90% |
Fee is negotiable. When billing on cash accounts only, the annual management fee is 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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