Echelon Virtual Family Office, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,833,125
Clients
33
64% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
TypicalAverage account size
$722,216
About
Echelon Virtual Family Office offers ongoing asset management and financial planning and consulting to a range of clients, including individuals, small businesses, trusts, estates, high‑net‑worth individuals, pooled investment vehicles, and charities. Services include discretionary portfolio management, tailored investment strategies, and project‑based financial planning engagements.
The firm’s investment process incorporates both fundamental and technical analysis and typically uses ETFs and mutual funds alongside model portfolios available through third‑party platforms. Accounts are generally managed on a discretionary basis, with periodic reviews that address risk tolerance, rebalancing opportunities, and tax‑loss harvesting, and the firm may appoint sub‑advisors to manage portions of client assets.
Noteworthy distinctions include the firm’s affiliation with insurance activities: its advisory representatives are licensed insurance agents who may receive commissions and dedicate a portion of their time to insurance sales, a relationship the brochure discloses as a potential conflict of interest. The firm also operates as a virtual family office and maintains platform relationships (including with Betterment and Altruist) that provide execution, custody, and practice‑management support and that the brochure identifies as economic benefits to the firm.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Tax-loss harvesting
General tax planning
Fee options
Fixed fee up to $50,000 depending on complexity, billed 50% in advance and balance upon delivery
$0 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.15% $5,000,000+: 1.05%
Main office location
Echelon Virtual Family Office, LLC
1990 Main Street, Suite 750
Sarasota FL 34236, United States
Number of offices
1
Most active in
Echelon Virtual Family Office, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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