Assets Under Management

$16.0B

Number of Clients

195

Number of Advisors

6

Average Client AUM

$82.3M

AUM per Advisor

$2.7B

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

ETF Architect offers sub-advisory services to other investment advisors and consulting services to various entities, focusing on index creation, data licensing, and ETF platform servicing. They also serve as the investment advisor to proprietary and affiliated ETF vehicles.

Fee Structure

Financial Planning:Investment management only
Financial Plan Fee:$5,000
Hourly Rate:$500/hr

ETF Architect does not charge sub-advisory clients directly; fees are negotiated with the advisor. Consulting fees include a $5,000 fixed component and an hourly rate of $500.00. Fees can be invoiced monthly or quarterly. Lower consulting fees may be negotiable based on complexity, scope, and relationship with ETF Architect.

Areas of Practice
Investment Management
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Location

19 East Eagle Road, Havertown, PA, 19083

6 Advisors at this firm