Equity Advisors of Kentucky assists clients in selecting investments like mutual funds, bonds, and stocks, balancing them within a portfolio using asset allocation. They offer comprehensive financial planning, including budgeting, retirement planning, estate planning, insurance recommendations, college funding, and tax planning. They also provide consulting for business operations. Equity Advisors of Kentucky is a fee-only firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | 1.25% |
| $400K - $1.0M | 1.30% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.70% |
| $7.5M+ | 0.60% |
Fees are negotiable. Clients may choose an alternative fee structure where the fixed fee is lower and a portion of the growth is paid at year-end. In the case of some long-term clients, lower fees are charged, and occasionally fees are bartered for client services. In special circumstances, work is performed on a pro bono basis.