Etf Portfolio Partners, Inc.

ETF Portfolio Partners, Inc. is a Registered Investment Adviser founded in February 2004, based in Overland Park, Kansas. The firm specializes in providing investment advisory services on a discretionary basis 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 to maximize return based on client-specific investment goals and risk tolerance. The firm's investment philosophy focuses on asset allocation decisions to balance risk and return for long-term investment results. ETF Portfolio Partners charges an annual investment management fee based on a percentage of the market value of assets managed, with fees prorated and paid quarterly. The fee schedule is tiered based on total household portfolio market value. Clients have the option to be billed directly or have fees debited from their accounts. The firm acts as a fiduciary, always prioritizing clients' best interests. ETF Portfolio Partners manages approximately $369 million in client assets, with discretion over the majority of these assets. Clients are encouraged to review their accounts regularly and have access to quarterly reports and statements. The firm does not charge performance-based fees and imposes a minimum portfolio size of $250,000 for new clients. ETF Portfolio Partners does not have custody of client funds or securities and does not vote proxies on behalf of clients.