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Our Fees

Echelon Wealth Strategies is a fee-based Virtual Family Office (VFO) providing all manner of wealth management services. Our fee is based on a percentage of the overall value of the client’s managed portfolio. There are no additional charges for the services we provide as our clients’ private chief financial officer.

Our investing technology is built with low fees to seek higher returns & transparency:

  • No additional trading fees.
  • No additional transfer fees.
  • Unlimited rebalancing.
  • Automatic rebalancing.
  • Advanced tax strategies including tax loss harvesting and tax efficient asset allocation to lower fees and thereby increase your after tax returns.

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