Advisor at Echo Creek Capital, LLC
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Firm
Echo Creek Capital, LLC
Location
Rockville, MD
Credentials
Series 63, Series 65
Industry experience
27 years
Stephen Berube is the sole advisor at Echo Creek Capital, LLC, an independent investment advisory firm based in Rockville, MD. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Berube has led Echo Creek Capital since 2013. Echo Creek Capital manages discretionary and non-discretionary portfolios for individual and institutional clients, focusing on tailored investment strategies that combine fundamental and technical analysis. The firm utilizes a range of instruments including equities, fixed income, ETFs, derivatives, and option strategies, and incorporates borrowing and margin as part of its approach.
Based on Echo Creek Capital, LLC
$0 - $100,000: 2.00% annually Greater than $100,000 - $250,000: 1.75% annually Greater than $250,000 - $500,000: 1.50% annually Greater than $500,000 - $750,000: 1.25% annually Greater than $750,000 - $2,000,000: 1.00% annually Greater than $2,000,000+: 0.75% annually
20% of net capital appreciation annually for qualified clients
Account minimum: $50,000
Rockville, MD
Maryland · Virginia
Echo Creek Capital, LLC
2013 - Present (13 years)
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