Ecos Wealth Advisors provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Ecos also offers comprehensive financial planning, including risk management, investment, tax, retirement, estate, charitable, education, and business planning. Financial planning is included with portfolio management services. Ecos may use Pontera to manage held away assets like 401k accounts.
Assets Under Management$87M
Clients236
Advisors3
Avg. per Client$370K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $3.0M | 1.30% |
| $3.0M - $4.5M | 1.10% |
| $4.5M - $6.0M | 0.90% |
| $6.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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