Etrade Capital Management Review


Trust Score 93%
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Etrade Capital Management, federally registered in 2000, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 0 (unknown) advisors. Etrade Capital Management manages $5.4 billion and provides investment advisory services for 59,890 clients (Unknown advisor/client ratio).

The management fee generally varies from 0.30% to 1.25% of assets under management.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 0 clients (industry average 1:50)
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Annual Management Fee Notes The management fee generally varies from 0.30% to 1.25% of assets under management.
Minimum Investment $5,000
Minimum Annual Fee $0
Average Account AUM $90,914
Hybrid Advisor Yes
Disciplinary History No
Total AUM $5.4 billion
Advisor / Client Ratio Unknown
Headquarters New York, NY
SEC Filings Forms and Brochures


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