Fee Negotiations

Equitas Capital Advisors can assist in all negotiations between the Fund’s investment managers, custodians, and other service providers. In many cases, we have been able to affect overall savings equivalent to the fee for our services. In addition, we can assist with ancillary services such as securities lending and commission recapture programs which, if applicable, can further reduce overall expenses.

As part of our package of services, we provide an annual Fee Review which brings together a concise disclosure of the fees and expenses related to your investment program. These include:

  • Investment Management Consultant
  • Investment Manager(s)
    • Separate Accounts
    • Wrap Accounts
    • Mutual Funds
    • Hedge Funds
  • Custodian
  • Other Service Providers (as applicable)
    • Actuary
    • Attorney
    • Auditor
    • Record Keeper or Administrator