ETF Portfolio Partners manages investment portfolios for individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm focuses on asset allocation, building diversified portfolios primarily using exchange-traded funds and cash equivalents. ETF Portfolio Partners works with clients to understand their specific investment goals and risk tolerance, continuously monitors portfolios, and rebalances them as market conditions or personal circumstances change.
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 Value | 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
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