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 $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $4.0M | 0.40% |
| $4.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Efficient charges a minimum annual fee of $60.00 per investment account. Management fee may be negotiated.
Fee Estimator
Efficient Advisors charges a management fee based on the market value of your assets. The fee is calculated monthly or quarterly in advance. There is a minimum annual fee of $60 per investment account. Fees may be negotiable based on the amount of work involved, assets under management, and attention needed. The management fee does not include your advisor's fee, which may not exceed 1.4%.
Areas of Practice
Advisor Information
Office location
Yardley, PA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Dawn is an insurance agent through DS Financial Strategies, LLC, selling various insurance products, dedicating about 10-20% of her time. She also has several other business activities including network marketing, paid speaking engagements, coaching, and serving as an ambassador for Fem City.