Timothy Nash is a CFA-designated registered investment advisor at Aequitas Investment Advisors, LLC, based in Hingham, MA, with 25 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 187 clients with $770M in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
Aequitas Investment Advisors charges for portfolio management based on two components: an annual base investment planning fee and a percentage of the value of your portfolio. The base fee ranges from $2,500 to $12,500 per year, depending on the complexity of your financial situation. The percentage-based fee is 0.35% per year of the account's market value. The total combined fee is invoiced quarterly. For clients with complex portfolio structures requiring specialized reports, Aequitas may charge a flat annual fee ranging from $3,000 to $42,000, billed quarterly or semi-annually in advance.
Location
175 Derby St, Suite 24, Hingham, MA, 02043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aequitas Investment Advisors, LLC
Previous Registrations
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Columbia Management Advisors, INC.
Fidelity Investments Institutional Services Company, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations2 states
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