Ethos Investment Advisory Group is a registered investment advisor founded in July 2026 and based in Miami, Florida. The firm provides customized wealth management and investment management services to individuals, high-net-worth individuals, families, trusts, estates, and businesses. Ethos acts legally required to act in your best interest and focuses on building long-term investment portfolios using low-cost, diversified mutual funds, exchange-traded funds, individual stocks, and bonds tailored to each client's specific goals, risk tolerance, and time horizon. In addition to portfolio management, Ethos provides financial planning and consulting services as part of a wealth management relationship, covering areas such as investment planning, retirement planning, personal savings, and education savings. Ethos does not charge performance-based fees and generally does not impose a minimum relationship size.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.25% to 1.00% annually based on factors like portfolio size, complexity, and scope of services. Fees are negotiable at the firm's discretion.