Walter Ebner is a registered investment advisor at Echo Prudent Capital LLC, based in Glenview, IL, with 26 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 5 clients with $20M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Location
Glenview, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Walter is the founder and a board member of Cancer Calculus NFP, a non-profit providing economic decision-making help for cancer patients. He spends minimal time on this activity and receives no compensation.
Employment History
Current Registrations
Echo Prudent Capital LLC
Previous Registrations
BMO Capital Markets CORP.Broker
Harris Nesbitt CORP.Broker
Continental Global Financial CorporationBroker
Lit America, INC.Broker
Salomon Brothers INC.Broker
Shearson Lehman/american Express INC.Broker
Lehman Brothers Kuhn Loeb IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.