Equity Logic is an investment advisory firm that manages portfolios primarily using US-listed stocks and ETFs. Strategies are generally not customized, but exceptions can be made. Equity Logic offers several strategies with different fee structures, including some with performance-based fees. These strategies include Evitar Corte, ULTRA Evitar Corte, CORE Portfolio, ULTRA Core, and LETS. The firm works with individuals, institutions, and third-party clients who meet certain investment minimums.
Fee Structure
Equity Logic offers several investment strategies, each with its own fee structure. Here's a breakdown:
- Evitar Corte: 0.5% of your portfolio per year.
- ULTRA Evitar Corte: 1% of your portfolio per year, plus 20% of profits exceeding the S&P 500 return.
- CORE Portfolio: 1% of your portfolio per year, plus 20% of participation fees.
- ULTRA CORE: 2% of your portfolio per year, plus 20% of participation fees.
- LETS: 2% of your portfolio per year, plus 20% of participation fees.
- Bond Accounts: Fees are negotiable and vary based on returns.
Larger accounts may qualify for discounts: 10% off for accounts over $5M, 20% off for accounts over $10M, and 30% off for accounts over $50M. Some strategies have performance-based fees, which only apply to qualified clients.