Equity Comp FP is a fee-only firm providing investment management and financial planning services. They develop investment plans based on clients' goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Financial planning covers areas like business planning, cash flow, college savings, estate planning, retirement, and tax strategies. They may recommend outside managers and participate in Altruist LLC's Model Marketplace.
Assets Under Management$2.4M
Clients1
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$2.4M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
For individuals with managed assets below $360,000 or couples with managed assets below $480,000: Investment Management services are included in the Ongoing Financial Planning fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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