Myecfo

Overview

Myecfo is an independent registered investment adviser structured as a limited liability company and registered with the SEC in 2021. The firm operates with an owner-type classified as individual and serves both individual/family and institutional clients. Myecfo’s advisory practice pairs traditional financial planning and portfolio management for individuals and small businesses with accounting-oriented services and educational seminars or workshops. Its fee model is mixed—percentage of AUM combined with hourly and fixed fees—allowing flexibility for both ongoing advisory relationships and one-off planning or consulting engagements. Investment activity leans toward equity-centered, exchange-traded strategies for core portfolio exposure, with supplemental use of mutual funds and annuities. The firm is not identified as an active ESG investor. Myecfo also integrates third-party alternative managers for real estate allocations, which suggests a willingness to add non-correlated assets to client portfolios where appropriate.

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Public Holdings

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Location & Offices