Ethos Investment Advisory Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ethos Investment Advisory Group provides wealth management to individuals, high‑net‑worth clients, families, trusts, estates, and businesses. Services described in the brochure include discretionary portfolio management for individual clients and financial planning and consulting that are typically delivered as part of a wealth‑management engagement.
The firm builds diversified portfolios primarily from low‑cost mutual funds and ETFs and may use individual stocks and bonds, pursuing a generally long‑term approach while permitting tactical reallocations and rebalancing as needed. Ethos describes a process of ongoing monitoring and due diligence and may recommend or oversee unaffiliated independent managers and assist clients in selecting other advisers.
Ethos is a newly formed SEC‑registered adviser and discloses that it does not sponsor or manage proprietary investment funds or limited partnerships and does not accept custody of client assets beyond authorized fee deduction. Offering both individualized portfolio management and integrated financial planning while formally providing selection and oversight of outside advisers is a combination that is relatively uncommon among firms in its regulatory peer group.
Client services
Expertise
Fee options
$0+: 0.25% annually Not explicitly stated - Not explicitly stated: Up to 1.00% annually
Fee-only: 0.25% to 1.00% annually based on several factors, negotiable at sole discretion of Advisor
Main office
9100 S. Dadeland Blvd., Suite 1500
Miami FL 33156
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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