Ekanta Wealth Advisors provides wealth management services that combine portfolio management with financial consulting. They may also recommend third-party money managers. Ekanta offers non-discretionary portfolio management, meaning they need your approval before making any trades. They also offer consulting services on financial topics like risk assessment, investment planning, and family office/wealth planning services.
Fee Structure
Ekanta Wealth Advisors' fees are based on a percentage of the assets they manage, typically ranging from 0.50% to 2.00%. The exact percentage depends on the size and complexity of your portfolio and the financial consulting services required. They may also charge a fixed fee, generally ranging from $10,000 to $100,000 or more. Some clients may also be subject to an incentive fee of up to 20% of account performance above a specified threshold.