Educated Financial Planning (EFP) provides investment management and financial planning services. EFP offers continuous advice on investing client funds based on individual needs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. EFP may recommend third-party professionals but doesn't receive compensation from them. Clients can impose reasonable restrictions on investments.
Assets Under Management$180K
Clients3
Advisors1
Avg. per Client$60K
Avg. per Advisor$180K
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.50% |
Comprehensive Financial Planning clients that utilize investment management services will not be billed an additional investment management fee for AUM up to 100x the planning fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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