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
Morgan, VT
Credentials
ChFC®, Series 63
Industry experience
42 years
Meredith Augustoni is a ChFC® credentialed financial advisor with Equity Services, Inc., where she has worked since 1983, accumulating 42 years of industry experience. She has also been affiliated with National Life Group since 1975. Outside of her advisory role, she serves as an ordained minister, a justice of the peace, and holds volunteer positions including president of the Daily Memorial Library Board of Trustees and treasurer of a local women’s fundraising group. Equity Services, Inc. (doing business as ESI Financial Advisors) provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and retirement plans. The firm combines advisory services with broker-dealer product distribution and employs a range of proprietary and third-party investment platforms focused on long-term allocations and manager-driven model portfolios.
Based on Equity Services, inc.
Based on Equity Services, inc.
Financial planning fixed fees up to $1,200 in advance; fees for financial plans and consulting services negotiable
$1 - $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)
Commission-based compensation available through affiliated broker-dealer activities and product sales
Hourly charges reported but no specific hourly rates disclosed in brochure
Account minimum: $10,000 to $750,000 depending on the advisory program Fee-only: Financial planning/consulting fees negotiable, generally not exceeding $15,000; financial planning fixed fees up to $1,200 in advance; consulting fees up to $1,200 in advance, no advance fees > $1,200 unless agreed
Morgan, VT
Vermont
Equity Services, Inc.
1983 - Present (43 years)
National Life Group
1975 - Present (51 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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.
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.
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