Hepworth Equity Partners manages investment portfolios and provides ongoing financial planning for individuals, pension plans, trusts, and businesses. They offer these services through a wrap fee program where clients pay a single annual fee based on the value of their investments. Hepworth EP manages each account separately, allowing for customization, risk management, and tax advantages.
Assets Under Management$120M
Clients391
Advisors2
Avg. per Client$310K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum fee is 3.00%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...