ECHO Wealth Partners offers financial planning, ongoing strategic management and advice, and portfolio management services. Financial planning covers areas like retirement, asset allocation, insurance, and estate planning. Ongoing strategic management involves implementing and adjusting a client's financial strategy. Portfolio management is tailored to individual goals and risk tolerance. ECHO Wealth Partners may use third-party investment managers.
Assets Under Management$8.4M
Clients9
Advisors1
Avg. per Client$930K
Avg. per Advisor$8.4M
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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Fees are negotiable. Clients will not be charged a total management fee over the 3% industry average.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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