ETF Portfolio Management, LLC is a registered investment advisor headquartered in Westlake Village, California, founded by David Kreinces in 2007. The firm specializes in strategic and tactical diversification through rules-based investing. ETF Portfolio Management, LLC offers both passive index portfolios and active absolute return strategies designed to capture strong absolute returns while maintaining strict risk controls. Investment portfolios are customized for each client based on their individual financial situation, goals, and risk tolerance. Services are provided on both a discretionary, where the firm makes trades without asking first, and non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary by strategy: passive index portfolios are 0.25% or 2.0% with principal protection, while active strategies (Max Alpha and Ultra) are 2.0%. Fees are negotiable at the firm's discretion.