Ethos Strategic Investments offers investment management services where they manage client investments based on their goals and risk tolerance. They also offer financial planning services, including full financial plans and consulting on specific financial topics. Ethos also provides limited scope fiduciary services to retirement plans.
Assets Under Management$2.1M
Clients5
Advisors1
Avg. per Client$430K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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