ECT Advisory, LLC offers investment management and financial planning services. For investment management, ECT Advisory, LLC analyzes and recommends portfolios based on a client's risk tolerance and goals, primarily using low-cost actively managed mutual funds, index funds, stocks, and bonds. Financial planning services include creating written plans to assist clients with their personal finances. ECT Advisory, LLC also provides retirement plan consulting services to employee benefit plans.
Assets Under Management$13M
Clients9
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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