Efficient Advisors
Assets Under Management
$2.8B
Number of Clients
9,579
Number of Advisors
13
Average Client AUM
$289K
AUM per Advisor
$213.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Efficient Advisors offers asset allocation services using ETFs, mutual funds, and variable annuity sub-accounts. They work with advisors who assist clients in defining investment goals and selecting allocation models. Efficient monitors accounts and rebalances assets. They also offer sub-advisory services and access to third-party model portfolios.
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
Location
PA, United States