Ekon Advisors offers investment advisory services to retirement plans and individual investors. For retirement plans, Ekon Advisors can help establish or revise investment policy statements, select investments, and monitor performance. For individual investors, Ekon Advisors manages assets based on the client's risk tolerance and goals, either with or without discretion. Ekon Advisors may also provide investment advice directly to plan participants.
Fee Structure
Ekon Advisors charges a percentage of the plan's assets for portfolio management services, generally ranging from 0.5% to 1.0% per year. Discounts may be provided based on the size of the plan's assets. Ekon Advisors may also agree to a flat dollar fee instead of asset-based fees. Fees are negotiable based on the size and complexity of the plan.