Find the right portfolio for you
Investment products used by Eko are not FDIC insured, are not a deposit, are not obligations of, nor guaranteed by Lake City Bank and may involve risk including possible loss of principal.
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Pre-made portfolios |
Hybrid investing |
Self-directed investing |
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|---|---|---|---|
| Cost to invest | Annual management fee of 0.40% based on the value of assets in your account | Annual management fee of 0.40% based on the value of assets in your account | No cost |
| Minimum amount to start investing | $10 | $10 | $10 |
| Managed portfolio |
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| Assisted customized portfolio creation |
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| Ability to buy/sell individual holdings |
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| Automatic portfolio rebalancing |
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| Automatic tax-loss harvesting |
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| Trade fractional shares and ETFs |
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| Set up automatic and recurring deposits |
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Pre-made portfolios
|
Hybrid investing
|
Self-directed investing
|
|---|---|---|
| Cost to invest | ||
| Annual management fee of 0.40% based on the value of assets in your account | Annual management fee of 0.40% based on the value of assets in your account | No cost |
| Minimum amount to start investing | ||
| $10 | $10 | $10 |
| Managed portfolio | ||
|
|
|
|
| Assisted customized portfolio creation | ||
|
|
||
| Ability to buy/sell individual holdings | ||
|
|
|
|
| Automatic portfolio rebalancing | ||
|
|
|
|
| Automatic tax-loss harvesting | ||
|
|
|
|
| Trade fractional shares and ETFs | ||
|
|
||
| Set up automatic and recurring deposits | ||
|
|
|
|
Digital Investing is offered through Eko Investments, Inc. Eko’s “Investments as a Service” enables Lake City Bank to offer digital investments directly on our digital banking platform. Investment products used by Eko are not FDIC insured, are not a deposit, are not obligations of, nor guaranteed by Lake City Bank and may involve risk including possible loss of principal. Fees will apply. Click here to access Eko’s disclosures.
Eko Investments Inc is an SEC Registered Investment Advisor. Brokerage services are provided to clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA. Member of SIPC. Securities in your account protected up to $500,000. For details, please see https://www.sipc.org.
Eko does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Eko’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.
Eko’s investment advisory services are available only to residents of the United States, age 18 years or older, in jurisdictions where Eko is registered. Past performance is no guarantee of future results. Any historical returns and/or expected returns are hypothetical in nature and may not reflect actual future performance.
