William Charles Romey

Etf Portfolio Partners, INC.

4 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Etf Portfolio Partners, INC.

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

411 clients

Average Client Portfolio

$898K average

Assets Under Management

$369.0M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $5.0M	0.75%
$5M+	0.50%

Fees are negotiable for special circumstances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

4831 W. 136th Street, Suite 300, Leawood, KS, 66224-5922

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History

Regulatory History (1)

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Criminal

June 2017

Final Disposition

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Etf Portfolio Partners, INC.

September 2021 - Present · 4 yrs 5 mos

State Registrations7 states

CAFLKSMONCNETX

Advisor

Exams

No exam information available for this advisor.