Etf Portfolio Partners, INC.

Fee-Only (% of Portfolio)

ETF Portfolio Partners provides investment advisory services to individuals, high net-worth individuals, pension and profit-sharing plan participants, charitable organizations, corporations, trusts, and estates. The firm manages portfolios comprised of exchange-traded funds and cash equivalents, designed to maximize return for a given level of risk. The primary difference between the portfolios is how each portfolio is allocated among equity and fixed income exchange-traded funds. The firm discusses its investment approach, philosophy, and fee structure with prospective clients.

Assets Under Management$430M
Clients443
Advisors4
Avg. per Client$970K
Avg. per Advisor$110M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable for special circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4 Advisors at this firm