Beginning in summer 2020, registered broker-dealers and registered investment advisers will be required to provide a new customer or client relationship summary (also called Form CRS) to retail investors. Each firm’s relationship summary uses the same headings and order of topics to make it easy for you to compare firms.
A firm’s relationship summary tells you about:
ETF MODEL SOLUTIONS, LLC is an investment adviser registered with the Securities and Exchange Commission offering advisory accounts and services as an independent, fee-only fiduciary directly to retail investors through MyRoboAdviser.com. Our Form CRS gives you a summary of the types of services and fees we offer.
Read our Client Relationship Summary
Brokerage and investment advisory services and fees differ, and it is important that you understand the differences. Please visit www.investor.gov/CRS for free, simple tools to research firms and for educational materials about broker-dealers, investment advisers, and investing.
Form ADV Brochure
ETF Model Solutions’ most recent Form ADV Part 2A Disclosure document can be accessed by clicking on the link in LEGAL section located in the footer below.