About Ethos Private Wealth

We believe in transparency so that our relationship with you is built on trust. 

The fees you pay cover the entire spectrum of our services, which includes Asset Management, Retirement Planning, Risk Management, Tax and Estate Planning, and anything else we can do to make sure you achieve your goals.

Our fee starts at 1% based on a minimum initial balance of $1 million in assets under management (AUM). 

The fee schedule is discounted for households when AUM exceeds tiers of $2.5 million, $5 million, $10 million and $20 million. These fees are debited at quarter-end from your accounts based on current balances. 

If your AUM begins at less than $1 million, we apply a minimum fee of $10,000 annually ($2,500/quarter). We offer this only when we believe it is in your best interest, as this allows us to begin financial services now while your AUM increases over time. We do not charge trading or transaction fees.

We can provide access to insurance products, such as life insurance, long-term care insurance, or annuities, but we do not charge a commission on those products and those solutions are only recommended if they are in your best interest and part of your holistic financial plan for risk management.