Echo Pelster
Echo Pelster is a ChFC-designated registered investment advisor at Echo Financial LLC, based in North Platte, NE, with 11 years of industry experience. Echo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 36 clients with $2.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ECHO Financial offers investment management services where they manage your investments for a fee of 1.95% of the total value of your portfolio per year. This fee is negotiable. If you close your account within 90 days of opening it, there will be a minimum fee of $150. ECHO Financial may also use sub-advisors to manage your investments. If ECHO Financial uses Frontier Asset Management as a co-advisor, the fee is tiered:
- First $500,000 — 2.00% per year (0.50% to Frontier, 1.50% to ECHO Financial)
- Next $500,000 — 1.80% per year (0.30% to Frontier, 1.50% to ECHO Financial)
- Next $4,000,000 — 1.75% per year (0.25% to Frontier, 1.50% to ECHO Financial)
- Over $5,000,000 — 1.70% per year (0.20% to Frontier, 1.50% to ECHO Financial)
Frontier Asset Management has a $100,000 minimum account size for mutual fund strategies and a $20,000 minimum account size for an ETF strategy.
Location
111 Halligan Drive, North Platte, NE, 69101
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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 ActivitiesSells Insurance
Echo operates under the DBA names of Echo Financial, LLC and Echo Pelster Insurance LLC to sell insurance products from multiple carriers and brokerage non-registered insurance products. Echo is the owner of these entities.
Employment History
Current Registrations
Echo Financial LLC
Previous Registrations
Eagle Strategies LLC
Nylife Securities LLCBroker
Principal Securities, INC.
Principal Securities, INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Farmers Financial Solutions, LLCBroker
The O.N. Equity Sales CompanyBroker
State Registrations1 state
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.