Etf Architect

Fee-Only (% of Portfolio)Fixed/Hourly

ETF Architect offers sub-advisory services to other investment advisory firms, handling trading implementation based on the advisors' instructions. They also provide consulting services to investment firms, high-net-worth individuals, and registered investment companies, focusing on index creation, data licensing, and ETF platform servicing. ETF Architect also serves as the investment advisor to proprietary and affiliated exchange-traded funds.

Assets Under Management$16B
Clients195
Advisors6
Avg. per Client$82M
Avg. per Advisor$2.7B

Fee Structure

Investment management only (planning not offered)
  • General consulting services are available at a fixed component of $5,000 and an hourly component of $500.00 per hour. The firm may negotiate a lower fee arrangement based on complexity, scope, and the client's relationship with ETF Architect.
One-Time Plan:$5,000
Hourly Rate:$500/hr
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Location

6 Advisors at this firm

Etf Architect | TrueAdvisor