Daniel Jones is a registered investment advisor at Echo Financial Advisors, LLC, based in Akron, OH, with 12 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $24K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fee Estimator
Location
Akron, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is the owner of Echo Financial Holdings, Inc. and CEO of Echo Financial Technologies LLC, which provides services to Echo FA clients. He also writes freelance articles for Seeking Alpha, receiving a flat fee for publication.
Employment History
Current Registrations
Echo Financial Advisors, LLC
Previous Registrations
Avaring Capital Advisors, LLC
Avaring Capital Advisors, LLC
State Registrations1 state
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