AECH Financial is a registered investment advisor specializing in investment management services. They use quantitative, fundamental, technical, and economic analysis to determine investments for their models. AECH Financial assesses client holdings, aligns them with goals, and reviews performance. They are a fee-only firm and do not receive commissions. AECH Financial also participates in Altruist LLC's Model Marketplace at no extra cost to clients. They also provide ERISA plan services to plan sponsors.
Assets Under Management$24M
Clients82
Advisors1
Avg. per Client$290K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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