TrueAdvisor
TrueAdvisor
TM
TM

Thomas Edward Mcauley

Equitytrust
21 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Equitytrust
Compensation
Fee-Only (AUM)
Firm Size
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 ManagementAnnual Fee
Up to $500K2.00%
$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
—

Location

Raynham, MA

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History

Regulatory History (1)
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Regulatory
March 2013
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Equitytrust
April 2004 - Present · 21 yrs 10 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.