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The chart above is standard in our quarterly reporting analysis. It identifies a Client's total annual cost of a hypothetical employer's 401(k)
plan. Plan admin costs (if applicable) as well as EFA's advisory fees are included. The illustration is used to identify excessive costs in absence of performance. |
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(Note: This chart, its presentation and underlying mechanisms are proprietary,
copyrighted assets of EFA.)
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| Identifying, disclosing and managing true investment costs are important since
they greatly impact long-term performance. |
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| Wheter we are advising or managing your account, we present easy to understand
graphs to show you the total costs of your investment
strategy. |
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| Some of the features we offer are: |
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Aggregation of all underlying fund expenses, admin fees, commisions,
loads & other "hidden fees" |
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Net and gross performance analysis |
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Detailed quarterly EFA fee statement |
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| Click on the links below to find out more about our product and service advantages: |
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