ECHO FINANCIAL LLC

Overview

Echo Financial LLC is a small, independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines traditional financial planning and portfolio management for individuals and small businesses with insurance brokerage and other financial-product distribution. Its client engagement model supports fee arrangements by percentage of assets under management, hourly billing and fixed fees, and the firm also offers educational seminars and selects outside advisers when appropriate. Investment activity centers on public funds and mutual funds as the primary vehicle for client portfolios, while the firm also acts as a capital allocator into third-party alternative managers. Echo Financial is not positioned as an ESG-focused adviser and reports its advisory activity as primarily centered on individualized financial planning and discretionary portfolio management. The firm’s owner structure is individual ownership and it operates at a modest scale, allowing hands-on service for a relatively small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices