Ethos Financial Group offers investment advisory services, including discretionary and non-discretionary investment management, and financial planning services such as estate planning and insurance consulting. Ethos uses model portfolios tailored to client goals and objectives. Ethos also provides sub-advisory and consulting services to other investment advisors. Ethos offers its services through several independently owned offices located across the United States.
Fee Structure
Ethos Financial Group's annual investment advisory fees are based on a percentage of the value of your portfolio, generally ranging from 0.25% to 2.0%. The specific fee schedule depends on the advisor you work with. A minimum of $100,000 is typically required to use this service, but Ethos may waive this requirement. Ethos does not have a minimum asset management fee.