Escalator Wealth Advisors is a registered investment advisor founded in March 2026 and based in Cambridge, Massachusetts. The firm provides discretionary portfolio management built around broadly diversified, low-cost exchange-traded funds, tailored to each client's specific risk tolerance, time horizon, and goals. Portfolios are automatically rebalanced using tested methodologies without artificial intelligence or human market timing. Alongside investment management, Escalator Wealth Advisors offers financial planning services delivered entirely through its mobile application, covering cash-flow and budgeting analysis, retirement projections, debt-repayment prioritization, Social Security claiming strategies, tax-efficiency guidance, and an educational estate-planning checklist. The firm does not provide standalone written plans, tax preparation, or direct insurance product sales. Accounts are held at Altruist Financial LLC. The firm's principal owner is Dominic Manzo, who also owns a related technology company that develops the platform used by Escalator Wealth Advisors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1K | Included |
| $1K - $20K | 1.20% |
| $20K - $100K | 1.20% |
| $100K+ | 0.24% |
Fees are charged monthly based on household portfolio value. Accounts under $1,000 have fees waived to $0. Balances between $20,000 and $99,999 are charged a flat $20 per month.