The Social Equity Group, INC.
Assets Under Management
$106.1M
Number of Clients
105
Number of Advisors
5
Average Client AUM
$1.0M
AUM per Advisor
$21.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
The Social Equity Group offers general investment advice for an hourly fee of $200.00. Mr. Meaney will interview each client regarding her/ his goals, finances, and risk tolerance before making any recommendations. The client is free to accept or reject any investment recommendation.
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
Hourly Rate:$200/hr
The firm provides general investment advice for an hourly fee of $200.00. Payment is due upon provision of the advice. Clients will incur brokerage and other transaction costs when implementing advice.
Areas of Practice
Investment Management
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Location
CA, United States