Equity Advisors, led by Carl F. Worden III, offers investment management through various strategies, including model portfolios and third-party managers. They also provide consulting services focused on tax strategies. Equity Advisors works with clients to understand their financial goals and risk tolerance to create suitable investment plans. They may receive compensation from third-party managers they recommend, creating a potential conflict of interest.
Fee Structure
Equity Advisors offers investment management services where fees are a percentage of the value of your account. The exact percentage is negotiated with each client. Equity Advisors also uses third-party money managers, and the total fee you pay will be a combination of Equity Advisors' fee and the third-party manager's fee, not exceeding 2% in total. AE Wealth Management platform is also used, with fees detailed in their disclosure brochure. You can terminate your account at any time and receive a refund of any unearned fees.