Expatriate Financial Strategies LLC

View SEC Summary

Assets Under Management

Number of Clients

Not reported

Number of Advisors

N/A

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Expatriate Financial Strategies LLC (EFSL) provides portfolio management services based on client goals, risk tolerance, and time horizon. They also offer financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. EFSL may recommend independent investment managers.

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.50%
$500K+	0.75%

Fees are generally negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Location

DE, United States

0 Advisors at this firm

No advisors found for this firm.