Ethos Capital Management (ECM) provides ongoing portfolio management based on individual client goals and risk tolerance. ECM also offers financial planning services, including retirement strategy, risk management, tax reduction, and estate preservation. ECM may recommend unaffiliated sub-advisors to manage client assets. Insurance products are offered through an affiliated agency.
Assets Under Management$130M
Clients151
Advisors4
Avg. per Client$860K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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