Equity Armor Investments offers investment advice on various securities and futures. They provide services directly to clients or in a sub-advisory capacity. They offer volatility protection strategies, public funds, CTA managed futures, and outsourced CIO modeling. Advisory services are tailored to individual client needs, and clients can impose restrictions on investments.
Assets Under Management$170M
Clients90
Advisors6
Avg. per Client$1.9M
Avg. per Advisor$29M
www.equityarmorinvestments.com ·www.facebook.com/equityarmor ·www.linkedin.com/company/22309460/admin
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $1000K | 2.25% |
| $1.0M - $10.0M | 2.00% |
| $10M+ | 2.00% |
Fees are negotiable for accounts over $10,000,000. Certain clients could agree to pay an incentive fee equal to a negotiated percentage of profits.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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