Equip Financial Partners offers investment management and financial planning services. Investment management is offered through Equip Financial Partners or through third-party investment managers. Financial planning covers areas like retirement, taxes, insurance, and estate planning. Equip Financial Partners is a fee-only firm, meaning it only gets paid by its clients for its services.
Assets Under Management$3.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.8M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$8,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.20% |
Investment Management services are only offered to Clients who utilize our Ongoing Financial Planning services or Clients that are a charitable organization or retirement plan sponsor. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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