Disclosures
Echo45 Advisors LLC is a Registered Investment Advisor. Registration does not imply any level of skill or training. Advisory services are only offered to clients or prospective clients where Echo45 Advisors LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Echo45 Advisors LLC unless a client service agreement is in place.
Echo45 Advisors LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Echo45 Advisors LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
Echo45 Advisors LLC has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients' accounts. These materials have been independently produced by Echo45 Advisors LLC. Echo45 Advisors LLC is independent of, and has no affiliation with, Schwab or any of its affiliates. Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Echo45 Advisors LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.