ECF Wealth offers investment advisory services, including wealth management and financial planning, to individuals, high net worth individuals, trusts, estates, charitable organizations, businesses, and retirement plans. ECF Wealth manages investments using Modern Portfolio Theory and provides financial planning services covering investment, retirement, education, and insurance needs. They may also recommend independent managers for a portion of a client's portfolio.
Assets Under Management$76M
Clients109
Advisors1
Avg. per Client$690K
Avg. per Advisor$76M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $3.5M | 1.05% |
| $3.5M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees may be negotiable for accounts over $10,000,000. Financial planning is included as part of the wealth management services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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