Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ECA's advisory fees may not exceed 2.25% of assets under management, with the specific amount depending on the financial advisor and program chosen. Managed Model Portfolios have an ECA administration fee of 0.25-0.75% and a financial advisor fee of 0.00-1.25%. Advisor Directed Managed Accounts have an ECA administration fee of 0.25% and a financial advisor fee of 0.00-1.75%. Self-Directed Brokerage Accounts have an advisory fee of 1.25% and an administrative services fee of 0.70%. Financial planning fees range from $1,500 to $10,000, depending on complexity. Hourly consulting fees range from $150 to $500 per hour.
Areas of Practice
Advisor Information
Office location
Ridgecrest, CA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cheryl is a consultant for Mary Kay Cosmetics, a financial advisor for Lighthouse Advisors, and an insurance agent selling various insurance products. She also works as a Door Dash driver, owns BZ Legacy Group LLC for purchasing rental properties, and works as a broker for Equity Smart Home Loans, Inc.