The Social Equity Group, INC.

Fixed/Hourly

The Social Equity Group, led by Duncan Meaney, provides general investment advice for an hourly fee. Mr. Meaney interviews each client to understand their goals, finances, and risk tolerance before making recommendations. The client is free to accept or reject any investment recommendation. The firm no longer manages client portfolios.

Assets Under Management$110M
ClientsN/A
Advisors1
Avg. per Client$1M
Avg. per Advisor$21M

Fee Structure

Hourly Rate:$200/hr
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Location

1 Advisors at this firm

The Social Equity Group, INC. | TrueAdvisor