Echo Prudent Capital offers portfolio management services tailored to individual client goals, objectives, and risk tolerance. They create investment plans and manage portfolios with discretionary authority. The firm also provides financial planning services covering investments, insurance, retirement, college, and debt management. EPCL generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$20M
Clients5
Advisors1
Avg. per Client$4.1M
Avg. per Advisor$20M
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 | 1.00% |
| $5M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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