Echelons Capital offers investment management and financial planning services tailored to individual client needs. Investment management can be discretionary or non-discretionary. Financial planning covers a range of topics, from broad financial planning to single-subject consultations. Echelons Capital may use sub-advisors to manage portions of client accounts. Clients are not obligated to act on Echelons Capital's recommendations.
Fee Structure
Echelons Capital charges an annual fee for managing your investments, ranging from 0.35% to 1.25% of the value of your portfolio. The exact percentage depends on the amount you invest, the type of services you need, and the level of administration you require. The fee is calculated monthly based on the average daily balance of your account. Fees for alternative investments are billed separately on a quarterly basis. The advisory fee is negotiable.