Echo45 Advisors offers investment advice and financial planning to individuals and other clients. Services include comprehensive wealth management, investment management, retirement plan consulting, and financial planning. For wealth management and investment management clients, Echo45 may use third-party managers. Echo45 also offers an automated investment service called Auto Pilot through Betterment Securities.
Assets Under Management$190M
Clients198
Advisors4
Avg. per Client$980K
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$100
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Schedule is for Comprehensive Wealth Management. Investment Management fees are lower: 1.00% on the first $1M, 0.75% on the next $4M, 0.50% on the next $5M, and 0.35% over $10M.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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