15 Equity provides asset management services to individuals, trusts, estates, private foundations, high-net-worth individuals, and business owners. They begin by understanding your financial objectives, risk tolerance, and current investments. They offer both discretionary and non-discretionary asset management services, investing in various securities, including exchange-traded securities, mutual funds, and fixed-income securities. Clients can specify investment restrictions.
Assets Under Management$120M
Clients100
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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