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Equity Advisors OF Kentucky Inc.

Headquartered in LEXINGTON, KY

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Firm Information

Equity Advisors OF Kentucky Inc. is an investment advisor registered with the SEC and located in Lexington, Kentucky. The firm manages approximately $115,869,392 in assets for 621 clients. Equity Advisors OF Kentucky Inc. offers financial planning, pension consulting, and portfolio management for individuals and businesses.

Equity Advisors OF Kentucky Inc.

2201 REGENCY ROAD

LEXINGTON, KY 40503

$115.87M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

EQUITY ADVISORS OF KENTUCKY INC. has a total of 2 branch locations across the country.

Advisors at Equity Advisors OF Kentucky Inc.

View All 2 Advisors
Unclaimed
Eric M Felty

CFP®, RA

St Pete Beach, FL

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Disclosures

There are no public disclosures for Equity Advisors OF Kentucky Inc..

Frequently Asked Questions (7)

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