Ethic Inc. is a technology-driven asset manager providing personalized investment solutions. Ethic offers ongoing portfolio construction and management services based on client investment objectives and risk tolerance. Ethic serves both sub-advisory clients (other registered investment advisors) and direct advisory clients. Ethic offers separately managed accounts, unified managed accounts, and fund model solutions. Ethic uses quantitative analysis and portfolio optimization models, including sustainability-based criteria.
Assets Under Management$7.3B
Clients156
Advisors10
Avg. per Client$47M
Avg. per Advisor$730M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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