E*TRADE Capital Management

EST. AUM
$8,000,000,000

CONTACTS
48

CLIENT ACCOUNTS

Firm Details

Metro area North Jersey
CRD Number 38800
Website etrade.com
Client types

Overview

E*TRADE is in the S&P and is a $10B market cap company. The company does $3B in revenues and has north of $700B in client assets. E*TRADE has a number of business lines. E*TRADE's large corporate services business (stock plan administration) and E*TRADE Capital Management (the firm's RIA). E*TRADE has 400+ financial consultants who are the face of E*TRADE Capital Management. These consultants are the ones doing the sales and the service with the clients. E*TRADE Capital Management is the one running the discretionary portfolios that those financial advisors put in front of their clients. E*TRADE Capital Management has approximately $8B in assets under management and they offer a whole slew of offerings. E*TRADE Capital Management has a robo-advisor ($500 minimum), mutual fund and ETF wrap portfolios ($25k minimum), a UMA program ($150k minimum), and fixed income separate accounts ($250k minimum). E*TRADE Capital Management does not have any proprietary products; no funds or ETFs of their own. E*TRADE Capital Management does not pick any individual stocks or bonds; they exclusively use 3rd party managers through ETFs, mutual funds, model delivery, and separate accounts. E*TRADE Capital Management is tasked with putting together the asset allocation and depending on the specific program they generally have anywhere from 5 to 7 different risk models. They are strategic and long term; they are generally not making tactical moves and they fill out the allocations with the best managers they can find. E*TRADE Capital Management has ETF portfolios which are largely passive. They have a number of programs that are fully active or a combination of active and passive. E*TRADE Capital Management is filling out those allocations. E*TRADE Capital Management also has a recommended list that they cross-leverage between the products in the E*TRADE Capital Management portfolios with the products on the select lists. In terms of how to work with E*TRADE Capital Management, they take hundreds of meetings every year. A lot of these meetings are with the portfolio management team, but plenty are with only investment sales professionals. If you have a compelling product (or even if you don't) and you have not met with them before, feel free to reach out. Currently, E*TRADE Capital Management does not have any specific asset-mapping searches but that can always change.

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E*TRADE Capital Management

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