Aequitas Investment Advisors provides financial planning and portfolio management services. They work with individuals, charitable foundations, and non-profit organizations. Aequitas helps clients with goal setting, portfolio diversification, retirement planning, educational funding, and charitable planning. They create a financial plan and provide investment management services, including portfolio reviews and reports. Accounts are managed on a non-discretionary basis, meaning Aequitas will consult with the client before executing any trades.
Fee Structure
Aequitas Investment Advisors charges for portfolio management based on two components: an annual base investment planning fee and a percentage of the value of your portfolio. The base fee ranges from $2,500 to $12,500 per year, depending on the complexity of your financial situation. The percentage-based fee is 0.35% per year of the account's market value. The total combined fee is invoiced quarterly. For clients with complex portfolio structures requiring specialized reports, Aequitas may charge a flat annual fee ranging from $3,000 to $42,000, billed quarterly or semi-annually in advance.