Equity Resource Investments, LLC
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Overview
Equity Resource Investments, LLC is a financial advisor firm that has its headquarters in Cambridge, Massachusetts. It has $1.4 billion in assets under management throughout 106 customer accounts, placing it among the largest firms in the United States by assets under management (AUM). The firm has a small team, including 20 financial advisors. Equity Resource Investments, LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as bonds, equities and options.
Equity Resource Investments, LLC administers all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell choices are made by an investment advisor without needing to seek client authorization. The advisory firm's typical account size is $13.1 million. The typical advisor at Equity Resource Investments, LLC oversees about five client accounts, placing it among the more personalized firms in the country.
The company's central office is at 1280 Massachusetts Ave, Cambridge, Massachusetts 2138. It is legally permitted to serve customers in the state of Massachusetts.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Equity Resource Investments, LLC by the Numbers

$1.4 billion

23

106

$13.1 million
Fee Structure
Financial management fees usually vary depending on the financial services provided. Fee types charged by the company may include any blend of the following fee types: performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The firm provides services to pooled investment vehicles. Out of its 106 clients, Equity Resource Investments, LLC's biggest client type by number of accounts is pooled investment vehicles. None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Equity Resource Investments, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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