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ECF Wealth, Inc.

Headquartered in MIAMI BEACH, FL

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Firm Information

ECF Wealth, Inc. is a registered investment advisor based in [Main Office Location]. The firm provides financial planning, pension consulting, and portfolio management services to individuals and families. With over $55 million in assets under management, ECF Wealth, Inc. serves a diverse clientele, including high-net-worth individuals and pension plans. The firm is committed to providing personalized and comprehensive financial solutions that meet the unique needs of its clients.

ECF Wealth, Inc.

$55.27M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

ECF WEALTH, INC. has a total of 1 branch locations across the country.
location

MIAMI BEACH, FL

Advisors at ECF Wealth, Inc.

View All 1 Advisors
Unclaimed
Lawrence Joseph Weller

CFP®, CFC®, RA

MIAMI BEACH, FL

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Disclosures

There are no public disclosures for ECF Wealth, Inc..

Frequently Asked Questions (5)

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