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How does the advisor help clients? – Key Takeaways:
- Provides comprehensive financial planning services.
- Offers a personalized approach to each client’s unique financial situation.
- Uses cutting-edge technology to manage investments and track progress.
- Offers a Virtual Family Office model for a more streamlined and efficient experience.
- Emphasizes long-term financial strategies rather than short-term gains.
Facts and Insights:
- Founded in 2009, ECHELON VIRTUAL FAMILY OFFICE, LLC has been providing financial services for over a decade.
- Currently manages over $1 billion in Assets Under Management.
- Has a team of highly experienced and knowledgeable advisors to assist clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2009 | $1 billion | 10 |
Financial Services Offered:
- Investment management.
- Tax planning and preparation.
- Estate planning.
- Retirement planning.
- Wealth protection strategies.
- Education planning.
Client Types:
The ECHELON VIRTUAL FAMILY OFFICE, LLC caters to a diverse range of clients, including:
- High net worth individuals and families.
- Small business owners.
- Entrepreneurs.
- Professionals.
- Corporate executives.
Fees & Compensation:
- ECHELON VIRTUAL FAMILY OFFICE, LLC charges a percentage of Assets Under Management as a management fee.
- Additional fees may apply for other services such as financial planning or tax preparation.
- Compensation is based on a fee-only structure, ensuring that the advisors’ interests are aligned with those of the clients.
- There are no commissions or hidden fees.
Background:
The team at ECHELON VIRTUAL FAMILY OFFICE, LLC consists of highly educated and experienced professionals, including Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and Certified Public Accountants (CPAs). They have a wealth of knowledge and experience in managing finances and providing sound financial advice to clients.
Financial Advisor Disclosures to Know:
ECHELON VIRTUAL FAMILY OFFICE, LLC prides itself on transparency and ensuring that clients are fully aware of any potential conflicts of interest. As a registered investment advisor, they are legally obligated to disclose any potential conflicts to clients.
Some common disclosures include:
- Any affiliations with other financial institutions that may present potential conflicts of interest.
- Any compensation received from third-party providers for recommending their products or services.
- Any potential conflicts that may arise due to the personal investments of the advisors.