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How does the advisor help clients – Key Takeaways:
Echo Creek Capital, LLC is a trusted financial advisory firm that provides expert financial advice to help clients achieve their financial goals. With a team of professionals, they offer a range of financial services and cater to various client types. The firm has a transparent fee structure and no disciplinary actions or disclosures, making it a reliable choice for clients looking for financial guidance.
Facts and Insights
Echo Creek Capital, LLC was founded in 2009 and is headquartered in Chicago, Illinois. With over a decade of experience, the firm has established a strong reputation for providing personalized financial solutions to its clients. The team at Echo Creek Capital, LLC is committed to staying updated on the latest industry trends and regulations to ensure their clients always receive the best services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 8 | 10+ years |
Financial Services Offered
Echo Creek Capital, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These include:
- Investment management
- Tax planning and management
- Estate planning
- Retirement planning
- Insurance planning
- Education planning
- Charitable giving and philanthropy
Client Types
Echo Creek Capital, LLC serves a variety of clients, including individuals, families, and small businesses. Their team brings extensive experience in working with high net worth individuals, corporate executives, and business owners, offering them tailored financial solutions according to their unique financial needs and goals.
Fees & Compensation
Echo Creek Capital, LLC follows a transparent fee structure and charges based on a percentage of assets under management. This ensures that the interests of the firm are aligned with those of their clients, as the firm only earns when their clients’ investments grow. The standard fee schedule is as follows:
| Assets Under Management Fee Rate | |
|---|---|
| First $5 million | 1.00% |
| $5 million to $10 million | 0.80% |
| Above $10 million | 0.60% |
Background
Echo Creek Capital, LLC was founded by a team of experienced financial advisors with a passion for helping clients achieve their financial goals. With a strong focus on a client-first approach, the firm is committed to building long-term relationships with their clients based on trust and integrity. Their team members bring diverse backgrounds and expertise, allowing them to offer well-rounded financial solutions to their clients.
Financial Advisor Disclosures to Know
Echo Creek Capital, LLC has no disciplinary actions or disclosures in their firm or with any of their team members to report. This ensures that clients can trust the firm and their advisors to act in their best interests and provide unbiased financial advice.