Efp Advisors
Jackson, Mississippi
EFP Advisors, headquartered in Jackson, MS, is a distinguished investment advisory firm with a solid reputation in the financial industry. With over 540 individual clients and a remarkable $228,014,000 in assets under management, EFP Advisors has firmly established itself as a trusted partner for wealth management. Specializing in employer 401Ks and individual investments, the firm possesses extensive expertise in this domain. As a small firm, EFP Advisors operates from a single office, serving clients with personalized attention and tailored investment strategies. They pride themselves on their commitment to discretionary asset ...
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Assets Under Mgmt

$228.01M

Investment Professionals

3

Locations

0

% 401K & Individual

43%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.