Etf Portfolio Partners, Inc
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Overview
Etf Portfolio Partners, Inc is an advisory company headquartered in Overland Park, Kansas. The company administers $271.2 million in assets across 380 customer accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). It has a small group, including 3 financial advisors. Etf Portfolio Partners, Inc does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are exchangable fiscal investments such as options, bonds and stocks.
Etf Portfolio Partners, Inc administers most of the company's accounts in a discretionary manner. Discretionary management signifies that transaction decisions are made by an investment advisor without needing to seek the client's approval. The company also oversees five non-discretionary accounts totaling $1.1 million in assets. The advisory firm oversees roughly $713,697 in assets for each account. The typical advisor at Etf Portfolio Partners, Inc manages around 127 client accounts.
Etf Portfolio Partners, Inc's main office is located at 4831 W. 136Th Street, Overland Park, Kansas 66224-5922. It is legally registered to serve clients across 5 states, including California, Florida, Kansas, Missouri and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Etf Portfolio Partners, Inc by the Numbers
$271.2 million
6
380
$713.7 thousand
Products and Services
Etf Portfolio Partners, Inc offers a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses and publication of newsletters. In the past financial year, Etf Portfolio Partners, Inc provided 11-25 of its customers with financial planning services. The company does not sell products or offer services apart from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees are based on the services provided. Fees billed by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Etf Portfolio Partners, Inc.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Etf Portfolio Partners, Inc works with retail investors, high net worth investors and corporations. Out of its 380 clients, Etf Portfolio Partners, Inc's largest client type is retail investors, although it also serves 69 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts reside abroad.
- High-Net-Worth Individuals* - 18.16%
- Other Individuals - 80.53%
- Corporations - 1.32%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Etf Portfolio Partners, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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