Allen Michael White

Equity Investment CORP

12 Years of Experience

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Firm Information

Equity Investment CORP

Compensation

Fee-Only (AUM)

Number of Advisors

15 advisors

Number of Clients

6,039 clients

Average Client Portfolio

$505K average

Assets Under Management

$3.1B

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.

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Areas of Practice

Investment Management

Advisor Information

Office location

1776 Peachtree Street Nw, Suite 600S, Atlanta, GA, 30309

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Regulatory History

Clean regulatory record

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.