Thurman Smith is a registered investment advisor at Equity Fund Research, LLC, based in Winchester, MA, with 22 years of industry experience. Thurman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $2 in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 4.80% |
| $500K - $1.0M | 5.60% |
| $1M+ | 4.80% |
Fees are negotiable under limited circumstances. The quarterly fee structure is $1,200 plus 0.20% on assets over $500,000 and under $1,000,001; plus .15% on assets over $1,000,000. The $1200 quarterly fee is equivalent to 4.8% on $100,000.
Fee Estimator
Location
Winchester, MA
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Equity Fund Research, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.