David Kreinces
David Kreinces is a registered investment advisor at Etf Portfolio Management LLC, based in Westlake Village, CA, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
ETF PM’s passive Investable Benchmark Portfolios are offered to clients with a 0.25% annual advisory fee, or a 2.0% annual advisory fee with active principal protection. Our fully active strategies, Max Alpha and Ultra, both deliver dynamic multi-strategy ETF portfolios for a 2.0% annual advisory fee. ETF PM’s fees are subject to negotiation or waiver at our sole and absolute discretion. Some clients may be under historically different fee schedules. Lower fees for comparable services may be available from other sources. In addition, more concentrated versions of our absolute return portfolios are also available to clients.
Fee Estimator
Location
2945 Townsgate Road, Suite 200, Westlake Village, CA, 91361
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Etf Portfolio Management LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Kreinces Capital Management, LLC
Kreinces Capital Management, LLC
State Registrations1 state
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