Echo45 Advisors LLC

Echo45 Advisors LLC is a financial advisory firm based in Walnut Creek, CA, established in 2020. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and various business entities. As a fiduciary, Echo45 Advisors LLC is committed to acting in the best interest of its clients. The firm offers services such as Comprehensive Wealth Management, Retirement Plan Consulting, and Financial Planning. Clients can expect personalized investment approaches, portfolio monitoring, and ongoing reviews to meet their financial goals. Echo45 Advisors LLC charges fees based on a percentage of assets under management, with fees billed monthly in advance. The firm has established a custodial relationship with Charles Schwab & Co. Inc. and participates in the TD Ameritrade Institutional program. Clients have the option to grant investment discretion to the firm, allowing Echo45 Advisors LLC to execute securities transactions on their behalf. The firm also provides proxy voting services and adheres to a Code of Ethics to ensure ethical conduct and compliance with securities laws. Echo45 Advisors LLC does not have any disciplinary events or financial conditions that impair its ability to meet obligations to clients.