The ETF Store, Inc., headquartered in Overland Park, KS, is a leading investment advisory firm specializing in exchange-traded funds (ETFs). With a team of nine dedicated professionals, including highly skilled investment advisors, they provide comprehensive investment solutions to their clients. The company's advisors have an impressive average of approximately $197,280,000 in assets under management, surpassing the industry average.
The ETF Store, Inc. boasts a diverse compensation structure, including a percentage of assets under management and performance-based fees, ensuring that their advisors are motivated to deliver exceptional results for their clients. With over 350 individual clients, they manage a substantial portfolio of assets, totaling over $205,050,000.
Renowned for their expertise in employer 401Ks and individual investment management, The ETF Store, Inc. has established a strong reputation in the industry. Around half of their assets under management are derived from these sources, indicating their deep understanding and experience in this space. An impressive 85% of the assets they manage are handled on a discretionary basis, allowing them to make informed decisions and maximize returns for their clients.
In addition to their investment advisory services, The ETF Store, Inc. offers insurance brokerage and agent services, providing a comprehensive suite of financial solutions to meet their clients' needs. With their local presence in Overland Park, KS, the company operates from a single office, ensuring personalized and accessible service.
The ETF Store, Inc. takes pride in their team of highly experienced advisors, including Nathan Geraci, Jason Lank, and Elliott Homan, who have been with the firm for an extended period, contributing to its success and solidifying its position as a trusted partner for investors.