Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.85% |
Discretionary Management Fee Schedule
Fee Estimator
EFG charges a quarterly fee based on the average value of assets under management. The fee is calculated on a 360-day year. Fees are negotiable and can vary. Clients may incur additional charges from custodians, brokers, and third-party investment advisers. The firm is reviewing potential discrepancies in fee calculations and crediting overcharged accounts. Consolidated Reporting is provided at a fixed fee, which may be rebated, adjusted, or waived at EFG's discretion.
Areas of Practice
Advisor Information
Office location
701 Brickell Avenue, Suite 1310, Miami, FL, 33131
Get directionsRegulatory History
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