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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Contact

Office: (888) 892-9882

Fax: (888) 892-9882

320 Seven Springs Way, Suite 250

Brentwood, TN 37027

info@echelonwealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Investment advisory services offered through Echelon Wealth Strategies, LLC, a Tennessee and New Jersey registered investment adviser. For a complete description of investment risks, fees and services, review the Echelon Wealth Strategies, LLC firm brochure (ADV Part 2A) which is available from your Investment Adviser Representative or by contacting Echelon Wealth Strategies, LLC. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. For complete information on our fees, please review the Echelon Wealth Strategies ADV Part 2A Brochure at:  

https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=606228.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Examples and hypothetical illustrations are for illustrative and presentation purposes only and do not take into account your particular investment objectives, financial situation or needs and may not be suitable for all investors. It is not intended to project the performance of any specific investment and is not a solicitation or recommendation of any investment strategy. Actual investment experience will vary with investment selection and changing market conditions

The Dow Jones Industrial Average (DJIA) is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange (NYSE) and the Nasdaq. The DJIA was designed to serve as a proxy for the broader U.S. economy. The S&P 500 index is designed to be a broad based unmanaged leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe or representative of the equity market in general. The S&P 500 index is designed to be a broad based unmanaged leading indicator of U.S. equities and is meant to reflect the risk/return characteristics of the large cap universe or representative of the equity market in general.

As an investment adviser representative ("IAR"), I am a “fiduciary” to my advisory clients’ investments. This means that I have an obligation to act in the best interests of my clients and to provide investment advice in my clients’ best interests. I should avoid engaging in any activity that could create a conflict of interest with any client; however, if a conflict of interest does arise, I will make full disclosure of that conflict to my client. I must employ reasonable care to avoid misleading clients and I must provide full and fair disclosure of all material facts to my clients and prospective clients. My fiduciary duty extends solely to investment advisory advice and does not extend to advice relating to insurance product sales, including annuities, life insurance, and long-term care insurance. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. In my capacity as an investment adviser representative (“IAR”) and as a licensed insurance agent, I may offer fixed life insurance products and receive normal and customary commissions. The client is under no obligation to purchase products through me on a commissionable basis. In addition, I may receive other compensation such as fixed or variable life trails. The potential for receipt of commissions and other compensation when acting as an insurance agent may give me an incentive to recommend insurance products based on the compensation received.

The Certified Senior Advisor (CSA) certification requires individuals to pass a rigorous exam and to uphold the highest ethical standards for the benefit and protection of the health and welfare of seniors. CSAs are multidisciplinary professionals who have demonstrated advanced knowledge in the multiple processes of aging.

Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Echelon Wealth Strategies, is not affiliated with or endorsed by the Social Security Administration or any other government agency. The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.

This site is for the use of clients and potential clients of Echelon Wealth Strategies. It is not to be used by any other investment advisor or investment professional as an information/marketing materials source, asset allocator, risk tolerance assessment, or for any other purpose. Reproduction or editing by any means, mechanical or electronic, in whole or in part, without the express written permission of Echelon Wealth Strategies is strictly prohibited and subject to prosecution under U.S. and International copyright and trademark laws.

Copyright 2020  Echelon Wealth Strategies.  All rights reserved.