Etch Financial is a registered investment advisor that offers investment management and financial planning services. For investment management, Etch Financial creates and manages a portfolio based on a client's individual needs and goals. Financial planning services include business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is offered on an ongoing or project basis.
Assets Under Management$14M
Clients45
Advisors2
Avg. per Client$310K
Avg. per Advisor$7.1M
Fee Structure
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 | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.55% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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