Etf Portfolio Partners, INC.
Assets Under Management
$369.0M
Number of Clients
411
Number of Advisors
4
Average Client AUM
$898K
AUM per Advisor
$92.3M
Compensation
Fee-Only (AUM)
About This Firm
ETF Portfolio Partners offers investment advisory services to individuals, high-net-worth individuals, pension and profit-sharing plan participants, charitable organizations, corporations, trusts, and estates. They manage model portfolios comprised of exchange-traded funds and cash equivalents, designed to maximize return for a given level of risk. The firm was founded in 2004 and manages approximately $369 million in client assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable for special circumstances.
Fee Estimator
ETF Portfolio Partners charges an annual investment management fee based on a percentage of the market value of the assets being managed. The fee is prorated and paid quarterly, in advance, based on the market value of the assets on the last day of the previous quarter. Fees are negotiable for special circumstances. The annual fee schedule is 1.00% on the first $1,000,000, 0.75% on the next $4,000,000, and 0.50% thereafter. The Investment Advisory Agreement may be canceled at any time with 30 days’ written notice, and a prorated refund of unearned fees will be provided.
Areas of Practice
Location
4831 W. 136th Street, Suite 300, Leawood, KS, 66224-5922