EC
CFP
EC
CFP

Eun Cho

10 Years of Experience
Las Vegas, NV
Sells Insurance

Eun Cho is a CFP-designated registered investment advisor at Echo Wealth Partners, based in Las Vegas, NV, with 10 years of industry experience. Eun operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 9 clients with $8.4M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$935K average
Assets Under Management
$8.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2M+0.70%

Fees are negotiable. Clients will not be charged a total management fee over the 3% industry average.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8930 W. Sunset Road, Suite 390, Las Vegas, NV, 89148

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Eun is a licensed insurance agent.

Employment History
Current Registrations
Echo Wealth Partners
May 2023 - Present · 3 yrs
Previous Registrations
MML Investors Services, LLC
February 2016 - May 2023 · 7 yrs 3 mos
MML Investors Services, LLCBroker
July 2015 - May 2023 · 7 yrs 10 mos
State Registrations3 states
CANVTX
Advisor

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.

Exams
No exam information available for this advisor.