Assets Under Management
$62.3M
Number of Clients
281
Number of Advisors
5
Average Client AUM
$222K
AUM per Advisor
$12.5M
Compensation
Fee-Only (AUM)
Eckman Wealth Management, LLC (EWM) offers investment management and financial planning services. They provide discretionary investment management and investment supervisory services for a fee based on a percentage of assets under management. Financial planning services are included in the management fee. They also offer consulting services on specific topics like estate planning and retirement planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1M+ | 1.15% |
Fees are negotiable in some limited circumstances.
KS, United States