Advisor at Hepworth Equity Partners, LLC
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Firm
Hepworth Equity Partners, LLC
Location
Wolfeboro, NH
Credentials
Series 63, Series 65
Industry experience
27 years
Michael Hepworth is a financial advisor with Hepworth Equity Partners, LLC in Wolfeboro, NH, holding Series 63 and Series 65 designations and 27 years of industry experience. He has worked at Hepworth Equity Partners since 2007. Hepworth Equity Partners provides discretionary portfolio management and ongoing financial planning for individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm sponsors and exclusively manages its own wrap fee program, focusing on separately managed accounts tailored to client objectives and risk tolerance.
Based on Hepworth Equity Partners, LLC
Up to 3.00% annually (maximum Program Fee)
Account minimum: $500,000 Fee-only: Single annualized fee based on a percentage of assets under management, maximum 3.00%, payable quarterly in arrears.
Wolfeboro, NH
Massachusetts · New Hampshire · New Jersey · New York
Hepworth Equity Partners
2007 - Present (19 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Wolfeboro, NH
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CFA®
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Aventus Investment Advisors, Inc.
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Hepworth Equity Partners, LLC
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