Financial Planning Services
What We Do Best
Personalized Wealth Management
A sound financial plan is the foundation of a successful financial future. Whether planning for retirement, college savings, charitable causes, or other important desires, we tailor our approach to your unique situation and goals.
Our investment strategies are built on that financial planning foundation and designed to minimize investment costs, reduce taxes, manage investment risk, and take advantage of opportunities as they arise in our increasingly complex global economy.
Types of Accounts
- Individual & Joint Tenant
- 401(K) Rollovers
- Traditional IRAs
- Roth IRAs
- SIMPLE IRAs
- SEP IRAs
- Solo 401(K)s
- 401(K) Plans
important things you should know
Questions And Answers
ETF Store FAQs
Simply contact one of our experienced advisors at 1-877-365-3837(ETFS) or send an e-mail to firstname.lastname@example.org. We will provide a full assessment of your existing portfolio and develop a personal investment strategy tailored to your situation.
We will then establish an account for you at Charles Schwab or TD Ameritrade and facilitate funding the account or transferring in an account from another brokerage. We will also have you sign our Client Agreement which appoints us as your investment advisor.
No. We will perform a free, no obligation review of your existing portfolio. We will conduct a full analysis of your current holdings, highlight strengths & weaknesses in the portfolio, and offer suggested courses of action. This is usually an excellent starting point and can provide you with a valuable comparison to our services.
We manage all types of accounts including IRAs, individual taxable, joint taxable, personal trusts, 529s, and 401(K)s.
We use Charles Schwab and TD Ameritrade as our primary custodians to hold client assets and facilitate trade execution.
No. The ETF Store only has the ability to trade securities in the account and be paid a management fee from the account based on the fee structure outlined in the Client Agreement. We have no other access or authority to access any funds in your account.
Yes. You can access your account online through the Custodian’s online portal. Through your online access, you can view current holdings and review account statements, trade confirmations, and tax forms.
Charles Schwab and TD Ameritrade send monthly statements, as well as confirmation notices on all trades. The ETF Store provides detailed quarterly performance reports for your accounts. All statements can be delivered electronically via e-mail.
Yes. Charles Schwab is a member of the Securities Investor Protection Corporation (SIPC). Securities in your account are protected up to $500,000 for brokerage accounts held in each separate capacity (e.g., joint tenant or sole owner), with a limit of $250,000 for claims of uninvested cash balances. For details, please see www.sipc.org.
This coverage provides you protection against brokerage insolvency and does not protect against loss in market value of the securities.
In addition, The ETF Store carriers an Errors & Omissions insurance policy.
No. You have the right to terminate the Client Agreement and/or liquidate your account at any time by providing us with 10 days advance written notice. Any fees will be refunded pro-rata from the date of termination to the date to which the fee has been prepaid.
iPortfolios is an online investment platform that guides you through the process of investing in a lineup of ETF Store portfolios on your own. iPortfolios provides helpful, interactive tools allowing you to invest for specific goals such as retirement or saving for a home purchase.
Simply complete a personal risk tolerance questionnaire and based on the information you provide, the platform will select the appropriate model portfolio for your situation.
Your portfolio will then be monitored on an ongoing basis, with changes made as required by market conditions or changes to your unique situation. Your portfolio will also be automatically rebalanced on a regular basis.
Visit iportfolios.com and simply follow the prompts. There is no obligation or requirement to fund an investment account. If you decide to fund an account, you can complete an online application to setup and fund your account.
Traditional IRA, Roth IRA, Rollover IRA, Individual Taxable Account, and Joint Taxable Account.
Your account will be held at Charles Schwab, one of the largest custodians in the country.
During the account setup process, you can setup a transfer from your bank or request a transfer of an existing account to Charles Schwab.
Currently, there is a $5,000 minimum account balance required.
Yes. You can setup automatic monthly contributions to your account or simply request one-time deposits at your discretion.
Your account will be invested in low-cost Exchange Traded Funds (ETFs).
We charge an annual fee of 0.50%. This fee is billed monthly, in arrears, and calculated based on the average value of your account each day during the prior month. The ETFs held in your portfolio also charge an annual expense ratio, which currently averages approximately 0.15% annually.
Simply go to the “Add/Withdraw Funds” tab and request a withdrawal.
We would love to hear from you! Simply e-mail us at email@example.com.