Eko

Fee-Only (% of Portfolio)

Eko Investments is an internet-based investment advisory firm offering investment advice and portfolio management through its online platform. Eko creates personalized investment portfolios based on a client's risk appetite and investment preferences, using publicly traded stocks and exchange-traded funds. Eko offers limited-discretionary and non-discretionary advisory services. Clients interact with Eko through a software application and technology available online or via mobile apps.

Assets Under Management$14M
Clients11,409
AdvisorsN/A
Avg. per Client$1.3K
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$10
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.30%

Fee applies to Pre-Built and Hybrid Portfolios only. No fee is charged for Non-Discretionary Portfolios. Certain Financial Institutions may offer Eko’s advisory services to White-label Clients at no cost.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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Eko | TrueAdvisor