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Investment Management

Master Diversification with Precision.

At Echo Wealth Management, we tailor every portfolio to your unique financial journey. Our bespoke investment strategies address your liquidity needs, manage distribution requirements, and ensure your allocation stays optimized through proactive rebalancing.

Using our secure and intuitive Echo Dashboard, you receive detailed performance reporting and in-depth analysis—so you're always informed, empowered, and ready for what’s next.

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Why Diversification?

A landmark study found that 94% of long-term portfolio performance comes from how your assets are allocated—not from picking the right stocks or perfect timing.

That’s why we focus on:

  • Understanding your risk profile and return needs

  • Designing the right asset allocation for your goals

  • Building portfolios using global, diversified investments

How We Diversify

We go beyond basic diversification:

  • Portfolios span 15+ asset classes and nearly 5,000 securities in 50+ countries

  • We use ETFs from leading providers like Vanguard, iShares, WisdomTree, and SPDRs

  • You gain access to opportunities across markets—without emotional decision-making

diversification-chart

How We Diversify

We go beyond basic diversification:

  • Portfolios span 15+ asset classes and nearly 5,000 securities in 50+ countries

  • We use ETFs from leading providers like Vanguard, iShares, WisdomTree, and SPDRs

  • You gain access to opportunities across markets—without emotional decision-making

Innovation Meets Discipline

Our portfolios include:

  • Traditional index ETFs for cost efficiency

  • Smart beta strategies that use factors like cash flow and dividends to seek better returns

  • Institutional-class mutual funds and select active managers for areas like alternatives

Objective, Unbiased Selection

We’re not tied to proprietary products. We choose independent, expert managers in each specialty—so you benefit from a portfolio built on expertise, not incentives.

Let’s build a portfolio that’s built for you.

Schedule a
Discovery Call

We offer a complimentary "Get Acquainted" call to learn more about your financial planning needs and share information on our firm to see if our services are right for you.

Does your portfolio have too much risk? Or not enough?

Take the guesswork out of discovering your tolerance for risk

Free Portfolio Risk Analysis

Investment Management Fees

The annual fee for investment management services will be charged as a percentage of assets under management, according to the schedule below:
Total Assets under Management Annual Fee
$0 - $1,000,000 ....................................... 1.00%
Next $2,000,000 ...................................... 0.80%
Next $7,000,000 ...................................... 0.60%
Next $5,000,000 ...................................... 0.40%
$15,000,001 plus ..................................... 0.25%
We charge only against those assets we consider to be managed.

For retirees, EWM typically requires a minimum account size or client relationship of $1,000,000 for investment management services. Client household where the total balance of all accounts is less than $1,000,000 will be accepted only on a case by case basis based on certain criteria (for example, future earning capacity, anticipated future additional assets, related accounts, family relationships and pro bono work).

EWM may waive or reduce advisory fees and/or minimums for certain clients, such as charitable organizations or employees and members of their families. The client’s Investment Management Agreement will outline the agreed upon fee.

Our Professional Affiliates