Echelon Virtual Family Office offers investment management services, creating investment strategies based on individual client goals, risk tolerance, and time horizons. They also provide financial planning and consulting services, evaluating a client's current and future financial state to recommend strategies for cash flow, retirement, tax reduction, and estate preservation.
Assets Under Management$24M
Clients33
Advisors1
Avg. per Client$720K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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 various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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