David Ettl Financial offers customized investment advice to individuals, high net worth individuals, trusts, estates, and institutions. They create portfolios of mutual funds and exchange-traded funds based on your goals, risk tolerance, and financial situation. David Ettl Financial monitors your portfolio and may recommend changes to keep it aligned with your objectives. They may also refer clients to unaffiliated money managers or investment advisors.
Fee Structure
David Ettl Financial's investment advisory fees range from 1.00% to 3.00% of your portfolio's value each year, depending on the size and complexity of your account. Fees are paid quarterly in advance. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee. Fees may be negotiable.