Overview
- Headquarters
- Miami, FL
- Total Firm Assets
- $2.3 billion
- Average High-Net-Worth Client Portfolio Size
- $3.6 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: EFGAM FORM ADV 2A OCTOBER 2025 (2025-12-10)
· View brochure text
Latest filing: EFG PRIVATE WEALTH FORM ADV 2A (2026-03-31)
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Latest filing: EFG PRIVATE WEALTH WRAP FEE PROGRAM BROCHURE (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.50% |
| $2,000,001 | $5,000,000 | 1.35% |
| $5,000,001 | $10,000,000 | 1.10% |
| $10,000,001 | $20,000,000 | 1.00% |
| $20,000,001 | and above | 0.85% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $70,500 | 1.41% |
| $10 million | $125,500 | 1.26% |
| $50 million | $480,500 | 0.96% |
| $100 million | $905,500 | 0.91% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Florida for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 31.95%
- Number of High-Net-Worth Clients
- 205
- Total Client Accounts
- 696
- Discretionary Accounts
- 688
- Non-Discretionary Accounts
- 8
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 158905
- EFG PRIVATE WEALTH FORM ADV 2A (2026-03-31) · View brochure text
- EFG PRIVATE WEALTH WRAP FEE PROGRAM BROCHURE (2026-03-31) · View brochure text
- EFGAM FORM ADV 2A OCTOBER 2025 (2025-12-10) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗