Advisory Accounts
At EFinancial Advisors, client portfolios are constructed using both in-house models and models offered by LPL's investment research team. Portfolios are comprised of many of the top rated mutual funds and ETFs in the market place and regularly monitored for performance. In addition, we offer separately managed stock and bond portfolios for individuals who prefer accounts primarily constructed with individual stocks and bonds. Client portfolios are constructed based on factors such as short and long term goals, overall risk tolerance, investment objective and investment time horizon.
Minimum account size is $50,000 and the cost of trading, rebalancing, monitoring of accounts and ongoing financial advice is covered through our annual client relationship management fee.
