Advisor at Echo Prudent Capital LLC
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Firm
Echo Prudent Capital LLC
Location
Glenview, IL
Credentials
Series 63, Series 65
Industry experience
26 years
Walter Ebner is the principal of Echo Prudent Capital LLC and holds Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at BMO Capital Markets Corp., BMO Nesbitt Burns Corp., and Bank of Montreal for 24 years. He is the founder and a board member of Cancer Calculus NFP, a nonprofit organization that assists cancer patients with economic decision-making. Echo Prudent Capital LLC provides discretionary and non-discretionary investment advisory services and financial planning to individuals, high-net-worth clients, and nonprofit organizations. The firm utilizes a range of analytical methods to build tailored portfolios and serves a concentrated client base, including charitable organizations.
Based on Echo Prudent Capital LLC
$100 to $5,000 fixed fee for financial planning
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,000+: 0.80%
$50 to $300 per hour
Glenview, IL
Illinois · Texas
Echo Prudent Capital LLC
2022 - Present (4 years)
Cancer Calculus NFP
2021 - Present (5 years)
Semiretired
2020 - 2021 (1 year)
BMO Capital Markets Corp.
1996 - 2020 (24 years)
BMO Nesbitt Burns Corp
1996 - 2020 (24 years)
Bank Of Montreal
1996 - 2020 (24 years)
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Other specialized services
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