Welcome to ETFidea, LLC.

ETFidea, LLC, a SEC Registered Investment Advisor, was formed in 2001 in order to bring to the investing public a low cost and tax efficient alternative to the more traditional mutual fund wrap programs.

Our mission is to build cost effective and diversified portfolios for our clients utilizing exchange traded funds. We take into account each client's risk tolerance level and time horizons so that we then can build that client a customized portfolio that we believe, over time, will outperform a similar portfolio of actively managed mutual funds.

Fees are asset based and can vary depending on assets held in the ETFidea, LLC account. There are no sales charges or commissions charged for buying or selling securities held in your ETFidea, LLC account. We think that you’ll find this cost structure competitive, especially when combined with some of the lowest internal fees in the industry today.¹
 

1- The annual management fees of iShares may be substantially less than those of most mutual funds.  iShares transactions will result in brokerage commissions, but the savings from lower annual fees can help offset these costs.  Source: Morningstar, BGI analysis, 3/04