Hepworth Equity Partners, Llc
39 HARBOR WAY, NO.18, Wolfeboro, New Hampshire 03894
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.
Fee Structure
Detailed Fee Schedule
all assets under management by the Program. The current Program has a maximum fee of 3.00%. The Program Fee is payable quarterly, in arrears, based on the market value of the Program account as of the close of business on the last business day of the preceding calendar quarter. The Program
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 2 disclosures on record with the SEC.
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.