A complete list of active advisors currently associated with Effective Finance LLC
Warmer can help you find a great advisor at Effective Finance LLC or one who fits your needs even better.
Effective Finance LLC is a fee-only registered investment adviser that provides ongoing and project-based financial planning to individuals and high-net-worth clients. Although registered as an adviser, the firm does not offer investment management services and reports $0 in discretionary and non-discretionary assets under management. The firm tailors recommendations to each client’s situation and relies on modern portfolio theory and asset-allocation frameworks, favoring passive funds and the use of mutual funds or ETFs (and, when requested, socially responsible investment screens). Effective Finance does not execute trades or custody client assets; clients are responsible for implementing recommendations and selecting custodians. Distinctive features include the firm’s use of hourly billing for some project-based engagements and its absence of percentage-of-AUM fees, a fee structure that is uncommon among peers in its category. The firm’s principal maintains significant outside employment and indicates an intention to limit the number of active clients to preserve availability; the adviser does not exercise investment discretion or vote client proxies.
To learn more about the advisors currently working at Effective Finance LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Berkeley, CA
| 2
|
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