Echo Wealth Management partners with leading account custodial financial institutions that provide extensive resources and allow us to provide a comprehensive service offering to each client.
We do not take custody of our clients’ assets. Instead, we open accounts for clients at these two custodians: TD Ameritrade and Charles Schwab, and the accounts remain in the client’s name. These carefully selected custodians provide us with the platform, products, programs and resources to serve our clients and grow our clients’ wealth efficiently and effectively.
Echo has established an extensive business network including financial institutions, estate attorneys, tax CPAs, insurance brokers and mortgage consultants to serve our clients in a collaborative approach.