Assets Under Management
$52.4M
Number of Clients
87
Number of Advisors
1
Average Client AUM
$603K
AUM per Advisor
$52.4M
Compensation
Fee-Only (AUM)
EquityTrust, a sole proprietorship, offers investment management services tailored to clients' financial situations and risk tolerance. The firm primarily uses option strategies to generate premium income, and may also invest in mutual funds, ETFs, stocks, bonds, and other securities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 1.50% |
Fees may be negotiable at the sole discretion of EquityTrust.
MA, United States