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Efficient Frontier Advisors LLC

Headquartered in EASTFORD, CT

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Firm Information

Efficient Frontier Advisors LLC is an investment advisor with $401,937,635 in regulatory assets under management. The firm provides portfolio management for individuals and has 204 total accounts. Their client base includes high-net-worth individuals, charitable organizations, and individuals other than high-net-worth.

Efficient Frontier Advisors LLC

$401.94M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

EFFICIENT FRONTIER ADVISORS LLC has a total of 3 branch locations across the country.
location

EASTFORD, CT

location

San Diego, CA

location

PORTLAND, OR

Advisors at Efficient Frontier Advisors LLC

View All 3 Advisors
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Donna Marie Gagnon

RA

EASTFORD, CT

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Susan Felice Sharin

RA

San Diego, CA

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William James Bernstein

RA

PORTLAND, OR

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Disclosures

There are no public disclosures for Efficient Frontier Advisors LLC.

Frequently Asked Questions (6)

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