The Social Equity Group, INC.

Fixed/Hourly

The Social Equity Group provides general investment consulting and advice on various forms of investments, primarily individual securities. The firm does not manage or supervise client portfolios, nor does it have custody of client assets or exercise trading authority. Clients are free to accept or reject any investment recommendations and can choose their own broker-dealers and custodians to implement advice. Led by its sole owner and President, Duncan Meaney, the firm charges an hourly fee for consulting services and may also refer clients to third-party investment advisors.

Assets Under Management$110M
ClientsN/A
Advisors1
Avg. per Client$1M
Avg. per Advisor$21M

Fee Structure

Investment management only (planning not offered)
  • General investment consulting — $200 per hour for advice on securities and investments
Hourly Rate:$200/hr
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Location

1 Advisors at this firm