Equitytrust
Assets Under Management
$52.4M
Number of Clients
87
Number of Advisors
1
Average Client AUM
$603K
AUM per Advisor
$52.4M
Compensation
Fee-Only (AUM)
About This Firm
EquityTrust, a sole proprietorship, offers investment management services tailored to clients' financial situations, risk tolerance, and objectives. The firm primarily uses option strategies to generate premium income, and may also invest in mutual funds, ETFs, stocks, bonds, and other securities. Clients provide written authorization for discretionary management.
Fee Structure
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
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
Location
MA, United States