EQ Wealth Advisors helps clients build, manage, and protect their wealth. They offer investment management on both a discretionary and non-discretionary basis, tailoring their services to meet individual client needs. They use tools like Black Diamond, FP Alpha, Morningstar, and E-Money to understand client goals and risk tolerance. EQ Wealth also provides financial planning services, including estate, tax, and cash flow planning, often partnering with other client advisors.
Assets Under Management$560M
Clients366
Advisors3
Avg. per Client$1.5M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by EQ Wealth and the client. Employees and their family-related accounts are charged a reduced fee.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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