Blank Equity Management LLC

Blank Equity Management LLC is a registered investment adviser that has been in business since October 2010. The firm offers consulting, financial planning, and investment management services primarily to individuals. The advisory services provided by Blank Equity Management LLC include analyzing clients' investment objectives and financial circumstances, educating clients about investment alternatives and risks, and recommending advisory services tailored to clients' objectives. The firm advises on a wide variety of securities, including stocks, bonds, mutual funds, and exchange-traded funds, among others. Blank Equity Management LLC acts as a fiduciary, putting clients' best interests first. For consulting services, fees may be charged on a fixed fee per project basis or hourly, with an hourly rate of $200. Investment management services fees are calculated as a percentage of the total value of investments under management, ranging from 1.25% to 1.00% based on the account size. The firm does not accept performance-based fees or engage in side-by-side management. Blank Equity Management LLC exercises investment discretion for clients who grant authority, allowing the firm to make investment decisions on their behalf. The firm does not vote proxies on behalf of clients and does not take custody of client funds or securities. Clients receive periodic reviews of their accounts and financial plans, and the firm has a privacy policy in place to protect client information.