Econ Wealth Management offers personalized financial planning and investment management services. The firm focuses on building lasting relationships to help clients create tailored financial plans and manage their portfolios using stocks, bonds, cash, exchange-traded funds, and mutual funds. Econ Wealth Management primarily manages accounts on a discretionary basis, meaning the firm makes and implements investment decisions without needing to consult the client for every individual trade, though clients can set reasonable restrictions. In addition to portfolio management, the firm emphasizes ongoing communication, regular review meetings, and comprehensive financial planning to help clients navigate retirement, rollovers, and other major financial life events. Econ Wealth Management works with a variety of clients, with a particular niche for accounts of $250,000 or more.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees generally range from 0.60% to 1.75% per annum and are negotiable based on account size, asset complexity, and services provided.