Assets Under Management
$106.1M
Number of Clients
105
Number of Advisors
5
Average Client AUM
$1.0M
AUM per Advisor
$21.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
The Social Equity Group offers general investment advice for an hourly fee of $200. Mr. Meaney interviews each client regarding their goals, finances, and risk tolerance before making any recommendations. The client is free to accept or reject any investment recommendation.
They offer general investment advice for an hourly fee of $200.
CA, United States