Ecclesia Capital Management (ECM), operating under University Wealth Advisors, offers investment management services tailored to individual client goals and risk tolerance. ECM constructs investment plans and manages portfolios, generally consisting of exchange-listed securities, corporate debt, and U.S. government securities. ECM also provides consulting services on specific financial issues, including investment portfolios, retirement needs, taxes, insurance, and estate planning. Clients engaging ECM for investment management receive a financial plan as a complementary service.
Assets Under Management$20M
Clients37
Advisors1
Avg. per Client$540K
Avg. per Advisor$20M
universitywealthadvisors.com ·ecclesiacapital.com ·www.linkedin.com/company/university-wealth-advi...
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.55% |
Fees are negotiable. There is a $1,000/year minimum fee for accounts under $100,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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