McIlrath & Eck, LLC logo

McIlrath & Eck, LLC

Updated today

Client assets under management

$1,364,842,010

Clients

1,287

32% high-net-worth

Advisors

6

of 19 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

215

Very High

Average account size

$1,060,483

About

McIlrath & Eck provides financial and estate planning, investment management, and portfolio research and asset-allocation services to individuals, trusts, and pension plans. In its brochure the firm reports managing about $1.152 billion on a discretionary basis and generally requires $250,000 under management, although that minimum may be waived.

The firm builds customized portfolios guided by Modern Portfolio Theory, using a combination of active and passive management across ETFs, mutual funds, and individual securities, and employs both fundamental and technical analysis with long- and short-term strategies. Portfolios are monitored and rebalanced periodically, and the brochure notes the firm may recommend limited use of margin in particular client circumstances.

Distinctive items called out in the brochure include a 2022 expansion operating under a Periscope Wealth Advisors dba and that some representatives are licensed insurance agents, a relationship the firm discloses as a potential conflict of interest. The firm requires clients to use Pershing as custodian for managed accounts and describes periodic client education and outreach—clients typically receive invitations for portfolio and financial-plan reviews two to four times per year—and offers educational seminars or workshops, an offering that is less common among peers.

Client services

Financial planning Portfolio management Educational seminars or workshops Estate planning

Expertise

Active portfolio management Passive / index investing Wealth management

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Fee options

Fixed

Estimated $2,000 for Standard Financial Plan, $2,875 for Financial and Estate Plan, $900 to review/update plan, $2,500 for plan plus one annual update

Percentage

0.45% to 1.50% per year (negotiable, fee varies case by case)

Project-based

$275 per hour for Financial and Estate Planning and Portfolio Research and Asset Allocation Services

Other

Account minimum: $250,000 (may be waived at sole discretion)

Main office location

McIlrath & Eck, LLC

3325 Smokey Point Drive, Suite 201

Arlington WA 98223, United States

Number of offices

3

Most active in

Arizona · California · Florida · Hawaii · Idaho · Montana · Nevada · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Wendiguiata O

ChFC®

Arlington, WA

McIlrath & Eck, LLC

Wendiguiata Ouedraogo is a ChFC® with four years of experience in the financial industry, currently serving at McIlrath & Eck, LLC since 2018. Prior to joining the firm, Ouedraogo worked at Speedi Shuttle, Albert Lee, Faso Grocerie Store, and JBC Product Management. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages customized portfolios using a mix of active and passive strategies based on Modern Portfolio Theory and offers client education through regular reviews and seminars.

Active portfolio management Passive / index investing Wealth management
user avatar

Troy C

CFP®, Series 66

Arlington, WA

McIlrath & Eck, LLC

Troy Crutcher is a CFP® with 17 years of industry experience and has been with McIlrath & Eck, LLC since 2012. He holds a Series 66 license and works as part of a six-advisor team in Arlington, WA. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and employs a combination of active and passive management guided by Modern Portfolio Theory.

Active portfolio management Passive / index investing Wealth management
user avatar

Kevin C

CFP®, Series 63

San Luis Obispo, CA

McIlrath & Eck, LLC

Kevin Campbell is a CFP® with 12 years of experience in financial advisory roles. He has worked at Northwestern Mutual in various capacities from 2011 to 2022 before joining McIlrath & Eck, LLC in 2022. Campbell is also involved with affiliated insurance companies offering non-variable life, health, annuity, and disability income insurance products. McIlrath & Eck, LLC provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages customized portfolios utilizing a combination of active and passive management strategies guided by Modern Portfolio Theory and conducts periodic client education events and portfolio reviews.

Active portfolio management Passive / index investing Wealth management
user avatar

Jacob B

CFP®, Series 63, Series 66

Arlington, WA

McIlrath & Eck, LLC

Jacob Blukis is a CFP® with nine years of industry experience, currently serving as an advisor at McIlrath & Eck, LLC since 2017. Prior to this, he worked at Hewlett Packard Enterprise from 2015 to 2017. McIlrath & Eck, LLC provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm uses a combination of active and passive strategies guided by Modern Portfolio Theory and conducts regular portfolio monitoring and rebalancing, offering client education through periodic reviews and seminars.

Active portfolio management Passive / index investing Wealth management
user avatar

Thor M

CFP®, Series 63, Series 66

Arlington, WA

McIlrath & Eck, LLC

Thor McIlrath is a CFP® professional with 23 years of industry experience, currently serving at McIlrath & Eck, LLC since 2007. He holds Series 63 and Series 66 licenses and practices in Arlington, WA. McIlrath & Eck provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and uses a combination of active and passive management guided by Modern Portfolio Theory, incorporating both fundamental and technical analysis in its customized portfolio strategies.

Active portfolio management Passive / index investing Wealth management
user avatar

Alexander G

CFP®, Series 63

Anaheim, CA

McIlrath & Eck, LLC

Alexander Goldberg is a CFP® professional with 15 years of industry experience, currently serving at McIlrath & Eck, LLC since 2022. He previously held roles at Northwestern Mutual Wealth Management Company and related affiliates from 2009 to 2022. Goldberg is also affiliated with insurance companies outside of his firm for the sale of non-variable life, health, annuity, and disability income insurance products. McIlrath & Eck, LLC provides financial and estate planning, investment management, and portfolio research services to individuals, trusts, and pension plans. The firm manages approximately $1.15 billion on a discretionary basis and uses a combination of active and passive strategies informed by Modern Portfolio Theory.

Active portfolio management Passive / index investing Wealth management
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