Anaheim, CA Office

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.