Echelon Virtual Family Office manages investment portfolios and provides personalized financial planning and consulting services for individuals, small businesses, trusts, estates, and charities. Echelon Virtual Family Office creates custom investment strategies based on each client's individual goals, time horizon, and risk tolerance, using discretionary authority to trade on their behalf. The firm's financial planning covers personal net worth statements, cash flow analysis, retirement strategies, long-term investment planning, tax reduction strategies, and estate preservation. Echelon Virtual Family Office also offers insurance products through its owner, Mark Wade, creating potential conflicts of interest regarding commission-based recommendations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.15% |
| $5M+ | 1.05% |
Fees may be negotiable based on criteria such as historical relationships, asset types, and anticipated future assets.