Eckman Wealth Management, LLC
Assets Under Management
$62.3M
Number of Clients
281
Number of Advisors
5
Average Client AUM
$222K
AUM per Advisor
$12.5M
Compensation
Fee-Only (AUM)
About This Firm
Eckman Wealth Management offers discretionary investment management and investment supervisory services for a fee based on AUM. Financial planning services are included in the management fee. They also provide consulting services on specific topics like estate planning and retirement planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1M+ | 1.15% |
Fees are negotiable in some limited circumstances. In their discretion, they will aggregate asset amounts in accounts from your same household together to determine the advisory fee for all your accounts.
Fee Estimator
You'll pay an annual fee based on your portfolio size. Accounts up to $1,000,000 are managed at 1.35%. Accounts over $1,000,000 are managed at 1.15%. Fees are billed quarterly or monthly in advance. Estate planning services are offered for a separate fee, determined by the complexity of the services needed and the service option selected. The initial account value is $100,000, but they may accept accounts for less than the minimum.
Areas of Practice
Location
KS, United States