Advisor at EFS Advisors
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Firm
EFS Advisors
Location
Mt. Vernon, IA 52314
Credentials
Series 63, Series 65
Industry experience
4 years
Elizabeth Mason Doubet is a financial advisor at EFS Advisors with four years of industry experience. She holds Series 63 and Series 65 licenses. Outside of her advisory work, she owns and operates Mason Metalworks LLC, a custom jewelry fabrication business. EFS Advisors provides investment advisory and financial consulting services to a diverse client base, including individuals, business entities, charitable organizations, qualified retirement plans, estates, and trusts. The firm employs a client-centric suitability scoring system to recommend model portfolios and conducts ongoing supervisory portfolio management through an in-house Advisory Committee.
Based on EFS Advisors
Administrative fee of $14 per year ($3.50 per quarter) for EFS Advisors Choice clients with balances under $25,000; Loan initiation fee of $100 and quarterly loan administration fee of $15 per loan
$0.00 - $210,000: 1.04% annually (0.26% quarterly) $210,001 - $500,000: 0.96% annually (0.24% quarterly) $500,001 - $1,000,000: 0.88% annually (0.22% quarterly) $1,000,001 - $3,000,000: 0.80% annually (0.20% quarterly) $3,000,001 - $5,000,000: 0.72% annually (0.18% quarterly) $5,000,001 - $10,000,000: 0.68% annually (0.17% quarterly) $10,000,001+: 0.60% annually (0.15% quarterly)
Commissions from securities and insurance products sold through affiliated Broker/Dealer and insurance agency
Up to $350/hour for non-asset management consulting services (negotiable)
Fee-only: Non-asset management consulting services up to $350/hour (negotiable)
775 West Mt Vernon Rd
Mt. Vernon, IA 52314
Illinois · Iowa · New York · Texas · Wisconsin
EFS Advisors
2022 - Present (4 years)
Advanced Advisor Group LLC
2021 - Present (5 years)
Dennis Ludwig
2019 - 2022 (3 years)
Heartland Dental Care
2015 - 2018 (3 years)
Mason Metalworks LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Marion, IA
Lexington Capital, LLC
Series 65, Series 66
Cedar Rapids, IA
Ares-Bound Capital
Series 63, Series 65
Marion, IA
TRUEWEALTH STEWARDSHIP, LLC
CFP®, Series 63
Cedar Rapids, IA
Busbee Wealth Advisors LLC
Series 63, Series 66
Cedar Rapids, IA
Lunea Wealth Management
Series 63, Series 66
Queen Creek, AZ
Bridgeway Wealth Management, LLC
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