Echelon Group provides investment advisory services including portfolio management and financial planning to individuals, high net worth individuals, foundations, employer-sponsored retirement plans, and other organizations. Echelon manages investments on a discretionary basis, allocating assets among equities, ETFs, and mutual funds. Financial planning services cover various aspects of a client's financial picture, including estate, tax, and legacy objectives. Echelon may recommend Third-Party Money Managers or alternative investments.
Assets Under Management$100M
Clients70
Advisors5
Avg. per Client$1.5M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.15% |
Fees may vary and be negotiated based on the size of the account, complexity of the portfolio, familial relationship, extent of activity in the account, etc.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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