Assets Under Management
$369.0M
Number of Clients
411
Number of Advisors
4
Average Client AUM
$898K
AUM per Advisor
$92.3M
Compensation
Fee-Only (AUM)
ETF Portfolio Partners offers investment advisory services on a discretionary basis, managing model portfolios of ETFs and cash equivalents. They work with individuals, high-net-worth individuals, pension plans, charities, corporations, trusts, and estates. The firm's investment approach focuses on asset allocation to balance risk and return.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable for special circumstances.
4831 W. 136th Street, Suite 300, Leawood, KS, 66224-5922