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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable for special circumstances.