Echo Financial Advisors provides automated investment management through an online platform. The firm uses algorithms to create customized portfolios based on a client's age, risk tolerance, income, and assets. Clients can also copy the investment decisions of other users on the platform for a monthly fee. Echo Financial Advisors primarily recommends equities and ETFs.
Assets Under Management$24K
Clients2
Advisors1
Avg. per Client$12K
Avg. per Advisor$24K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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