Echo Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Echo Financial Advisors, LLC provides algorithm-driven robo-advisory portfolio management through an online interface to individuals and high-net-worth individuals. As an internet-based adviser, it automates account setup, ongoing allocation changes, and offers a social “echoing” feature that lets users copy other investors within the app.
The firm’s algorithms build portfolios from client inputs (age, risk tolerance, income and assets) and are overseen by advisory personnel, with methods that include fundamental, quantitative, technical, charting analysis and modern portfolio theory. Portfolios focus primarily on equities, ETFs and non-U.S. securities and the platform supports strategies such as long-term trading, margin and options, which involve elevated risk.
Distinctive elements include the platform’s copy-investing model, where users may subscribe to “echo” other investors, share subscription proceeds with those influencers, and either mirror trades executed on the platform custodian or upload trade blotters for validation; historical returns are shown as percentages only. The firm is newly formed, operates with a single management person, requires a specific custodian for its robo service (Tradier Brokerage), and currently reports no assets under management, which may affect its operational scale compared with more established peers.
Client services
Expertise
Fee options
0.25% annually, flat rate for all assets
Main office
Akron OH
Advisors at this office
1
Most active in
Ohio
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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