Selecting an Advisor
Planning Service Fees
Our services are free to existing clients prior to June 1, 2003.
For new clients on or after June 1, 2003, there are three options to select from:
- Commission Based Products
- No fee for service. Our fees are earned from the suppliers of the financial products we sell. Full disclosure of the commissions we earn is available upon request.
- Planning Services
- Fee for service only with no products serviced or managed by EFGI.
$275.00 / hr for expert consulting services.
- Wealth Management Services
- This service is for clients with $500,000 or more in personal assets. 0.5% to 1% of your total invested assets pays for our full range of planning and customer services.
