Echo Wealth Management offers investment management services on a discretionary or non-discretionary basis, tailored to individual client needs. They also provide financial planning services, including cash flow planning, investment planning, asset protection, retirement planning, tax planning, estate planning, employer benefit planning, education planning, and business planning. Echo Wealth Management also provides advisory services to participant-directed retirement plans through third-party administration services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.25% |
The fee schedule is a blended schedule whereas when the assets under management reaches the threshold, the assets above the threshold are charged the lower percentage. Fees, account minimums and their applications to family or other circumstances may be negotiable.