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EFS Advisors

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Total assets under management

$2,271,853,092

More info

Total clients

21,420

0% high-net worth

Total advisors

52

of 59 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

412

Average account size

$106,062

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Fee options

Percentage

$0.00 - $210,000: 1.04% annually $210,001 - $500,000: 0.96% annually $500,001 - $1,000,000: 0.88% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.72% annually $5,000,001 - $10,000,000: 0.68% annually $10,000,001+: 0.60% annually

Commissions

Commissions from securities sales through affiliated Broker/Dealer and insurance sales commissions

Project-based

Up to $195/hour for consulting services (negotiable)

Other

Fee-only: Up to $195/hour for consulting services (negotiable)

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

EFS Advisors

1995 East Rum River Drive S

Cambridge MN 55008, United States

Number of offices

25

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 763-689-9023

Advisors at this firm

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Lindsey E

Series 63, Series 65

Cambridge, MN

EFS Advisors
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Loni M

Series 63, Series 65

Cambridge, MN

EFS Advisors
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Derek N

Series 63, Series 65

Crosby, MN

EFS Advisors
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Rory B

Series 63, Series 66

Cambridge, MN

EFS Advisors
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Alex R

Series 63, Series 65

Cambridge, MN

EFS Advisors
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Tyler F

CFP®, Series 66

Cambridge, MN

EFS Advisors
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Jesse B

Series 63, Series 66

Duluth, MN

EFS Advisors
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Ryan G

Series 63, Series 65

Rochester, MN

EFS Advisors
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Joseph A

Series 66

Willmar, MN

EFS Advisors
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Noah G

Series 63, Series 65

Cambridge, MN

EFS Advisors
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George L

Series 66

Cambridge, MN

EFS Advisors
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Elizabeth M

Series 63, Series 65

Cambridge, MN

EFS Advisors
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Mathew K

Series 66

Cambridge, MN

EFS Advisors
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Mark G

Series 63, Series 65

Cambridge, MN

EFS Advisors
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Rebecca T

Series 63, Series 65

Cambridge, MN

EFS Advisors
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