Equity Investment CORP

Fee-Only (% of Portfolio)

Equity Investment Corporation is an independent registered investment advisor located in Atlanta, Georgia. The firm manages investment portfolios for individuals, high-net-worth clients, institutions, and other registered investment advisors through separate accounts, wrap programs, unified managed account programs, and a mutual fund. Equity Investment Corporation primarily focuses on value-oriented equity strategies across all-cap, large-cap, and mid-cap segments, as well as an environmental, social, and governance strategy. The investment team uses fundamental research, absolute valuation models, and value-trap avoidance techniques to construct diversified portfolios of high-quality companies with strong earnings and low debt. The firm operates with discretion over client accounts, aiming to generate long-term capital growth while remaining attentive to risk and tax implications.

Assets Under Management$3.5B
Clients6,761
Advisors16
Avg. per Client$520K
Avg. per Advisor$220M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fees range from 0.30% to 1.00% per year based on account size, type, and servicing needs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

16 Advisors at this firm