Equity Financial Management (EFM) provides asset management services to individuals, high net worth individuals, and business entities. EFM offers both discretionary and non-discretionary asset management services. Investment strategies are tailored to individual client goals, time horizons, objectives, and risk tolerance. EFM does not sponsor any wrap fee programs.
Assets Under Management$4.1M
Clients11
Advisors1
Avg. per Client$370K
Avg. per Advisor$4.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.75% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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