Ethos Capital Group is a registered investment advisor based in Little Rock, Arkansas, offering personalized investment management and financial planning services to individuals, small businesses, trusts, estates, high net-worth individuals, and charities. Ethos Capital Group builds customized investment portfolios based on each client's specific goals, time horizon, and risk tolerance, operating primarily on a discretionary basis where the firm makes trades on the client's behalf. In addition to managing investments, Ethos Capital Group provides comprehensive financial planning and consulting covering personal net worth statements, cash flow analysis, retirement strategies, long-term investment planning, and tax reduction strategies. The firm utilizes fundamental, technical, and quantitative analysis when evaluating securities. Ethos Capital Group does not participate in wrap fee programs and does not receive external compensation for the sale of securities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Ethos Capital Group utilizes a flat fee schedule where the entire account is charged a maximum annual fee of 2.00%. Fees may be reduced at the firm's discretion based on historical relationships, account composition, or negotiations.