Equilibrium Ventures (EQV) offers investment management and advisory services to pooled investment vehicles and separately managed accounts for high-net-worth individuals, family offices, trusts, estates, corporations, partnerships, and other business entities. EQV tailors its investment management services to the needs of clients based on their individual investment objectives, risk tolerance, and cash or income needs.
Fee Structure
EQV charges an annual asset-based fee for investment management services for separately managed accounts, ranging from 0.25% to 1% of the value of your portfolio. The specific fee is subject to negotiation based on factors such as the amount of assets managed, future deposits, the level and type of services provided, and the nature of the relationship. EQV generally does not accept authority to directly debit fees from client accounts.