ETF Accounts Asset Management Information

ETF Accounts Asset Management, Inc. is a Fee-Only Registered Investment Adviser doing business in the State of California. Our firm specializes in managing allocated portfolios for high-net-worth individuals, families, and corporations. Exchange Traded Funds (ETFs) are used as the primary investment vehicles in client portfolios due to their extremely low cost and flexibility. We do the work for you. With a high-level of service, we will facilitate your Retirement Plan Rollovers (IRA, 401K, 403B), setup all new account paperwork and transfer instructions, and provide asset and wealth management services on a fee-only basis. We do not charge commissions of any kind and benefit with you when your portfolio increases in value. To learn more about our fee-only services or to confidentially inquire about your personal situation, please contact via telephone at (916) 607-1319, or by email at questions@etfaccounts.com. ETF Accounts Asset Management, Inc. will evaluate your portfolio or retirement planning situation with the goal of providing solutions that make sense while keeping costs extremely low primarily using Exchange Traded Funds (ETFs). We can also assist in evaluating your mutual fund, equity (stock), fixed-income (bond), and alternative investment (hedge funds) holdings to arrive at a specific allocation that suits your individual risk tolerance, investment objectives, and time horizon. We firmly believe that most investors are paying far too much in annual fees, commissions and operating expenses for the service they receive from large mutual fund firms and bulge-bracket brokerage firms. Our firm was built to provide high-quality services and expertise that is priced fairly, and, as a client fiduciary, has the best interests of our clients in mind. We look forward to working with you and invite your questions or comments. Our meetings are one-on-one, confidential, and conflict-free. We are independent and as such, work for you, no one else. Please contact us to learn more about our unique, personalized, fee-only services. ETFaccounts.com is currently accepting new fee-only accounts for clients at a $500,000 minimum asset level.