Ethos Financial Planning offers investment management and financial planning services. As a fee-only firm, Ethos Financial Planning is only compensated by clients for its services. The firm creates investment plans based on clients' goals and risk tolerance, and may recommend third-party investment advisors. Financial planning services cover areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies.
Assets Under Management$7.6M
Clients15
Advisors1
Avg. per Client$510K
Avg. per Advisor$7.6M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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