Eckman Wealth Management is a registered investment advisor founded in 2012 by Daryl Eckman. The firm offers discretionary investment management, ongoing portfolio monitoring, and financial planning services, including retirement planning, tax strategies, and estate planning coordination. Eckman Wealth Management takes a top-down approach to investing, utilizing exchange-traded funds, individual securities, mutual funds, variable annuities, and precious metals to tailor portfolios to individual client goals, risk tolerances, and time horizons.
Assets Under Management$74M
Clients287
Advisors5
Avg. per Client$260K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1M+ | 1.15% |
Fees are negotiable in some limited circumstances. Household accounts may be aggregated to determine the applicable fee rate.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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