A complete list of active advisors currently associated with Ecos Wealth Advisors
Warmer can help you find a great advisor at Ecos Wealth Advisors or one who fits your needs even better.
Ecos Wealth Advisors provides discretionary portfolio management and comprehensive financial planning to individual clients — including high‑net‑worth households — as well as retirement plan sponsors and business entities. Services described in the brochure include individualized Investment Policy Statements, ongoing portfolio monitoring, retirement-plan consulting in a 3(21) capacity, and planning across tax, estate, charitable, education, and business areas. The firm documents client goals and risk tolerance in written Investment Policy Statements and employs a mix of analytical methods (charting, cyclical, fundamental, quantitative, technical, and modern portfolio theory) with a long‑term trading orientation. Ecos typically manages client accounts under discretionary authority, uses Schwab Institutional for custody and execution, and may use a third‑party held‑away account platform (Pontera) to review and rebalance retirement accounts without taking custody. Several operational details distinguish Ecos from many peers: the brochure notes a publicly available newsletter on the firm’s website, and the firm discloses that its advising personnel are licensed insurance agents and may recommend insurance products (along with related conflicts and mitigation measures). The firm reports roughly $86.9 million in assets under management across a three‑advisor team, has no account minimums, and includes insurance products and private placements among the investment types it may use.
To learn more about the advisors currently working at Ecos Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Clarkston, MI
| 0
| |
Clarkston, MI
| 15
| |
Clarkston, MI
| 1
|
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