Equita Financial Network provides financial planning and investment management services through its network of investment advisor representatives (IARs). Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Investment management involves creating and managing tailored portfolios based on client goals and risk tolerance. Equita may use sub-advisers to manage client portfolios.
Assets Under Management$410M
Clients453
Advisors15
Avg. per Client$910K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.5M | 2.00% |
| $1.5M+ | 1.50% |
Fees are negotiable. Client fees when using a sub-adviser will not exceed 3% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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