How much does it cost to work with eCIO?
Our investment advisory fee starts at 0.50% of assets under management and declines as your asset pool grows, with a minimum annual fee of $5,000. Because we act strictly as a fiduciary, the fee you pay us directly is our only compensation; we never receive commissions or payments from product providers.
How much do we need to get started?
There's no strict asset minimum to have a conversation. Because we have a $5,000 annual minimum fee, our services typically provide the greatest value for organizations with at least $1 million in investable assets. Schedule a call with us to determine if eCIO is the right financial fit for your organization.
Are you a fiduciary advisor?
Yes. eCIO is a Registered Investment Adviser with the SEC and acts as a fiduciary for every client, required to put your organization's interests first. We receive no compensation for any investment products or service providers we recommend, so our advice is aligned with your mission.
Do you provide a client portal?
Yes. Our nonprofit investment oversight hub serves as a centralized digital platform for your board, investment committee, and staff. Beyond real-time portfolio reporting, such as target allocations, holdings-level performance, and growth trends, the portal features a secure document library for all important records and fiduciary best-practice resources. Stakeholders can also access timely market updates and engage in interactive communications directly with your advisor team, ensuring everyone stays fully informed and aligned.
Do you specialize in nonprofits?
Yes. Nonprofits are our focus. eCIO is dedicated to serving endowments, foundations, associations, and religious organizations. Our advisors bring decades of dedicated experience partnering with nonprofit boards, investment committees, and executive staff to tailor our investment process, reporting, and governance to your mission.
What can we expect to get from an investment program with eCIO?
Partnering with eCIO gives your organization a complete, enduring investment program structured around three essentials: strong governance (custom IPS development and fiduciary education), tailored low-cost portfolios, and proactive communication with 24/7 portal access. Beyond core portfolio management, we support your mission with specialized services including subaccounting for pooled funds, comprehensive financial planning, and donor resources to assist with planned giving.
Do you offer ESG or socially responsible investing options?
Yes. About a quarter of our clients incorporate ESG or socially responsible investing (SRI) guidelines into their portfolios. We’ll work with your team to understand your organization’s core values and tailor your investment strategy to align with your mission.
How long does switching advisors typically take?
A typical transition typically takes 1 to 2 months, largely dependent on your organization’s internal approval process and timeline. Having guided over 100 organizations through this process, we handle the heavy lifting of opening new accounts and transferring assets, supporting your team every step of the way.
