Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EIC's management fees range from 0.30% to 1% per year of assets managed or advised. All management fees are subject to negotiation. Clients may also incur charges imposed by custodians, broker-dealers, and other third parties. Several clients are invested solely in the EIC Value Fund, in which case no management fee is charged since a management fee is already embedded in the Fund.
Areas of Practice
Advisor Information
Office location
1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen is a Senior Director at Equity Investment Corporation, responsible for marketing and selling SMAs/MFS to financial advisors. This activity takes nearly all of Stephen's time, with 130 hours occurring during securities trading hours.