Below you’ll find answers to commonly asked questions about Earth Equity Advisors and socially and environmentally responsible investing.  If you have other questions, we’d be delighted to talk to you.  Please give us a call toll free at 877.235.3684

What makes you different from other financial
services providers?

We help you align your investments with your values ®.  Most financial services firms will help you with a financial plan, asset allocation strategy and investment management.  We go one step further to make sure the companies you own are responsible corporate citizens.  You shouldn’t have to own unethical or polluting companies.

How do I get started?

Give us a call or send an email.  We’ll set up a time to learn more about you and your needs.  Relationships are very important to us, so we want to make sure that our clients share our values.

Where are you located?

Our main office is in Asheville, NC and satellite offices in Charlotte, NC, Atlanta & Savannah, GA and Roanoke, VA. However, we have clients in 22 states.  We interact regularly via telephone, e-mail and video conferencing.

Are your portfolios riskier than ordinary investments?

No they are not.  We are financial advisors, first and foremost.  We have a fiduciary duty to make sure that our recommendations are appropriate for every client.  Our portfolios combine a mix of different types of stocks, bonds and alternatives (currencies, commodities and other non-correlated investments.)  This mix balances risk vs. return to address each client’s profile.

How do I know the securities I own are socially & environmentally responsible?

We work with several portfolio managers that specialize in socially responsible investing. They are charged with conducting the due diligence on all securities we own.  Their research will determine if a company is not only a good investment for financial reasons, but also for their social, environmental and corporate governance track record.

How secure is my personal information?

We maintain your personal information on a secure server.  Your information is never distributed to outside entities, and we will never contact you for reasons other than administration of your account.

What is the initial investment needed?

We work with select clients with at least $250,000 in investable assets.

How are you paid?

We are paid a fee based on assets under management. The fee includes asset allocation and management, client reviews and customer service.

First $250k: 1.50%

$250k-$500k: 1.25%

$500k-$1mm: 1.00%

$1mm-$5mm: 0.80%

$5mm+: 0.40%