Your investment in your future
Our comprehensive cross-border financial planning allows you to:
- Pursue your American dream
- Simplify your US finances
- Deal with cross-border issues
- Reduce taxes & be tax-compliant
- Have more time to spend with your family
EFA Comprehensive Wealth Management
- Goal Planning
- Spending Plan (Cash Flow Planning)
- Tax Planning
- Investment Advice
- Education Planning
- Student Loans
- Mortgage Analysis
- Debt Analysis
- Career Planning
- Employee Benefits
- Insurance (Risk) Planning
- Retirement Planning
- Estate Planning
- Cross-border Issues
- Equity Compensation Planning
- Optional Ongoing Management & Rebalancing of the first 500k of investable assets.
- Implementation Assistance.
Quarterly review meetings + Check-ins as needed
Fees based on complexity
- Onetime Upfront fee: $1,000 to $5,000
- Annual Fee: Starts at $6,000
EFA’s Onetime Project
Limited scope planning to answer one or two questions
- One to four months
- 2 – 3 meetings
- Recommendations to implement on your own
- Fee: Starts at $4,000 (Half at contract signing, balance at the end)
INVESTMENT MANAGEMENT FEES
The fee is based on a percentage of assets under management
The annual fee for investment management services is based on the following fee schedule:
| Account Value | Annual Advisory Fee |
|---|---|
| $0 – $1,000,000 | 1.00% |
| $1,000,001 – $3,000,000 | 0.80% |
| $3,000,001 – $5,000,000 | 0.50% |
| $5,000,001 and Above | 0.30% |
COMPREHENSIVE FINANCIAL PLANNING FEES
INDIVIDUALS – A flat annual fee starting at $5,000.
COUPLES – A flat annual fee starting at $6,000.
You have the option of combining ongoing financial planning and investment management. Happy to explain.
