Eckel Financial Advisors (EFA) provides investment management services to individuals and their investment entities. EFA manages client accounts individually, considering factors like age, income, net worth, and risk tolerance. Taxable accounts are managed to minimize income tax. EFA has the authority to make investment decisions, but clients can place restrictions on specific securities.
Assets Under Management$28M
Clients22
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee ranges from 0.8% to 1.0% annually. The fee is negotiable for clients with assets over $2,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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