Assets Under Management

$16.0B

Number of Clients

195

Number of Advisors

6

Average Client AUM

$82.3M

AUM per Advisor

$2.7B

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

ETF Architect offers sub-advisory services to other investment advisors and consulting services to various entities, focusing on index creation, data licensing, and ETF platform servicing. They also serve as the investment adviser to proprietary and affiliated ETF vehicles.

Fee Structure

Financial Planning:Investment management only

Consulting fees include a $5,000 fixed component and $500/hour. Fees are negotiated case-by-case.

One-Time Plan:From $5,000
Hourly Rate:$500/hr
Areas of Practice
Investment Management
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Location

19 East Eagle Road, Havertown, PA, 19083

6 Advisors at this firm

Etf Architect | TrueAdvisor