Econ Wealth Management
Assets Under Management
$192.7M
Number of Clients
307
Number of Advisors
4
Average Client AUM
$628K
AUM per Advisor
$48.2M
Compensation
Fee-Only (AUM)
About This Firm
Econ Wealth Management offers financial planning and asset management using stocks, bonds, ETFs, and mutual funds. They focus on building lasting relationships and providing individualized attention with tailored financial plans. Asset management is offered on a discretionary basis.
Fee Structure
Fees generally range from 0.60% to 1.75% per year based on the value of your assets managed by Econ Wealth Management. This fee range is a guide, and fees are negotiable and may be higher or lower based on the account's nature and services provided. Factors affecting fees include account size, asset structure complexity, financial advice, advanced financial planning, and investment management style. The advisory fee is paid quarterly, in advance. Hourly fees are also available at $350-$500 per hour. There will be no refund for any termination.
Areas of Practice
Location
4755 Linglestown Road, Suite 204, Harrisburg, PA, 17112