Econ Wealth Management offers personalized financial planning to help clients achieve their goals. They also manage investment portfolios based on a client's goals, risk tolerance, and needs, using a team approach. Econ Wealth Management manages assets on a discretionary basis, meaning they make decisions without specific consultation for each change, but maintain regular communication with clients.
Assets Under Management$190M
Clients307
Advisors4
Avg. per Client$630K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Econ Wealth Management manages investments for a fee that ranges from 0.60% to 1.75% per year of the value of your portfolio. The exact fee depends on the size of your account, the complexity of your assets, and the services provided. Fees are negotiable.
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