Echo Advisory LLC offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. These services include investment strategy, asset allocation, and regular portfolio monitoring. Echo Advisory also provides financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Echo Advisory generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and venture capital funds.
Assets Under Management$26M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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