Ethos Capital Group provides investment management services by determining clients' financial goals, risk tolerance, and time horizon. They also offer financial planning and consulting services, including net worth statements, cash flow analysis, retirement strategy, long-term investment plans, and tax reduction strategies. Ethos also offers subscription services for ERISA and 401(k) advice.
Assets Under Management$75M
Clients134
Advisors2
Avg. per Client$560K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Ethos utilizes a flat fee schedule, meaning the entire account is charged the same management fee. Ethos may group certain related Client accounts for the purposes of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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