The Etf Store, INC.
Assets Under Management
$130.2M
Number of Clients
237
Number of Advisors
6
Average Client AUM
$549K
AUM per Advisor
$21.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The firm offers full-service advisory including investment advice, portfolio management, and financial planning. They tailor services to client needs, primarily using ETFs, but may also use mutual funds, individual stocks/bonds, and option contracts. Financial planning covers retirement, education, and insurance needs. They also offer 401(k) consulting.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on the level of service needed and other factors.
Fee Estimator
The annual advisory fee is based on a percentage of assets under management. The firm may offer a flat fee option. There is no minimum account balance or minimum annual fee. Fees are negotiable based on the level of service needed. For example, a $500,000 portfolio would cost $6,250 per year. Fees are charged quarterly in advance. Financial planning and consulting fees are quoted in advance and charged on a fixed or hourly fee basis.
Areas of Practice
Location
7300 West 110th Street, Suite 870, Overland Park, KS, 66210