Advisor at Equity Services, inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Equity Services, inc.
Location
Montpelier, VT 05604
Credentials
ChFC®, Series 66
Industry experience
17 years
Financial planning fixed fees negotiable, generally not exceeding $15,000 per agreement; advance fees up to $1,200 for planning; consulting fees negotiable
$0 - $1,000,000: 1.00% annually (0.25% quarterly) $1,000,001 - $2,500,000: 0.75% annually (0.1875% quarterly) $2,500,001 - $4,999,999: 0.60% annually (0.15% quarterly) $5,000,000 - $10,000,000: 0.50% annually (0.125% quarterly) $10,000,001+: 0.35% annually (0.0875% quarterly)
Broker-dealer commissions on securities and insurance products
Account minimum: $10,000 Minimum fee: $75 minimum platform fee for some programs Fee-only: Financial planning fees up to $15,000; financial consulting fees up to $1,200 advance fees
Equity Services, Inc.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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