TM
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
87 clients
Average Client Portfolio
$603K average
Assets Under Management
$52.4M
Fee Structure
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.50% |
Fees may be negotiable at the sole discretion of EquityTrust.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
EquityTrust charges a percentage of assets under management. The annual fee is 2.00% on the first $500,000 and 1.50% on amounts above $500,000. Fees are collected quarterly, in arrears, based on the closing value of assets. Clients may also incur brokerage fees and charges at the investment product level, such as mutual fund expenses.
Areas of Practice
Investment Management
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Advisor Information
Office location
Raynham, MA
Get directionsRegulatory History (1)
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Regulatory
March 2013Final
Employment History
Current Registrations
Equitytrust
April 2004 - Present · 21 yrs 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.