ETF Model Portfolios
At Spreckels Wealth Management we believe everyone should have access to quality portfolio management services regardless of your wealth. We have therefore created a portfolio management program for clients that may not meet the typical industry minimums for investable assets.
As an ETF Model Portfolio client, you will have access to the same robust risk discovery process as every other client. After we have determined your risk tolerance and what your corresponding portfolio should look like, we will invest your assets according to one of our five ETF model portfolios.
F.A.Q.
We charge a fixed monthly fee depending on assets under management and number of account to manage. Please reach out to us for more information.
To get started with the ETF Model Portfolio program, please get in contact with us. The first step is to fill out our risk tolerance profile. After the risk tolerance profile has been completed, we determine your mix between stocks and bonds and assign your account to one of our five model portfolios.
You will get full management of your investment portfolio and an annual meeting to go over the results of your portfolio. If you have additional planning needs, we can help with that at a fixed, or hourly charge.
We use no-commission, low-cost exchange-traded funds (ETFs) to get efficient exposure to the capital markets, and rebalance the portfolios quarterly to maintain the appropriate risk levels.
If you would like to add or withdraw from your ETF Model Portfolio, you simply email us with the request and we will provide you with the appropriate instructions.
