Equilus Group provides investment advice through education, consultation, planning, and administration. Equilus Group reviews clients' current investments based on their needs, objectives, goals, and risk tolerance. The company develops an individual strategy for the client, recommending a plan with an appropriate combination of assets. Equilus Group also offers financial consultation and planning services on a subscription fee basis for retirement, college funding, charitable gift, insurance, and estate planning.
Assets Under Management$14M
Clients68
Advisors4
Avg. per Client$200K
Avg. per Advisor$3.4M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
For trust financial services, the annual fee is 1.00% for trust assets up to $1 Million and 0.95% for trust assets over $1 Million. Fees are negotiable but cannot exceed the stated fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...