EquityTrust, led by Thomas McAuley, offers investment management services. EquityTrust determines an investment strategy based on a client's financial situation, risk tolerance, and objectives. EquityTrust primarily uses option strategies to generate income and may invest in mutual funds, ETFs, stocks, bonds, and other securities. Clients must provide written authorization for EquityTrust to manage their accounts.
Assets Under Management$61M
Clients54
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$61M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...