Echo Wealth Management, LLC

Echo Wealth Management, LLC is an SEC-registered investment adviser based in Minnesota, established in March 2015 by Fang Echo Huang. The firm specializes in providing comprehensive wealth management services to individuals, high net worth individuals, trusts, and foundations. As a fiduciary, Echo Wealth Management always prioritizes clients' interests and offers discretionary or non-discretionary investment management services tailored to individual needs. The firm's investment philosophy is based on Modern Portfolio Theory, focusing on evidence-based investing and diversified factor exposures. Investment strategies include using ETFs, institutional class mutual funds, and structured notes to enhance returns and manage risk effectively. Echo Wealth Management also offers financial planning and pension consulting services. The firm charges investment management fees based on a percentage of assets under management, with a tiered fee schedule. Financial planning fees are calculated on a fixed flat fee basis. The firm does not charge performance-based fees and does not engage in soft dollar arrangements. Clients have the option to custody their assets with Charles Schwab & Co., Inc. Echo Wealth Management does not vote proxies on behalf of clients and does not have any financial circumstances that would impair its ability to meet client commitments.