Efficient Frontier Advisors LLC

Efficient Frontier Advisors LLC (CRD# 111895) is a financial advisory firm headquartered in Eastford, CT. They manage $365,721,000 in 213 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    366
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $1,717,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, NY, OR, TX

Financial Advisors at Efficient Frontier Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
William J. Bernstein
CRD#: 3126233
Portland, OR
93
Wealthminder
score

William Bernstein (CRD# 3126233) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in Portland, OR and has over 19 years of experience in the finance industry.

2
Susan F. Sharin
CRD#: 830234
San Diego, CA
93
Wealthminder
score

Susan Sharin (CRD# 830234) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in San Diego, CA and has over 21 years of experience in the finance industry.

3
Donna M. Gagnon
CRD#: 6392740
Eastford, CT
88
Wealthminder
score

Donna Gagnon (CRD# 6392740) is an Investment Advisor Representative working at Efficient Frontier Advisors LLC in Eastford, CT and has over 3 years of experience in the finance industry.

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