ETF Strategies offers portfolio management services based on your individual goals, objectives, time horizon, and risk tolerance. They create a written investment policy statement outlining your current situation and construct a plan to select a portfolio that matches your specific needs. Financial planning services are also available, covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$11M
Clients45
Advisors1
Avg. per Client$250K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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