Eckman Wealth Management (EWM) provides investment management and financial planning services. EWM works with clients to understand their financial situation, goals, and risk tolerance to create a suitable investment portfolio. EWM offers ongoing portfolio review and management services, rebalancing portfolios as needed. EWM also offers financial planning services, including analysis of your financial situation and assistance in identifying and implementing appropriate financial planning and investment management techniques. EWM may also provide advice on non-securities matters in connection with estate planning, insurance, real estate, and/or annuity advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1M+ | 1.15% |
Fees are negotiable in some limited circumstances. The firm may aggregate asset amounts in accounts from the same household to determine the advisory fee.