TrueAdvisor
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AB
AB

Andrea C Bott

Ieq Capital, LLC
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningCharitable GivingEstate PlanningTax PlanningHigh Net Worth
Ieq Capital, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
141 advisors
Number of Clients
1,963 clients
Average Client Portfolio
$18.0M average
Assets Under Management
$35.4B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$25,000

Location

950 Tower Lane, Suite 1800, Foster City, CA, 94404

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ieq Capital, LLC
February 2025 - Present · 1 yr
Previous Registrations
Morgan StanleyBroker
November 2021 - February 2025 · 3 yrs 3 mos
Morgan Stanley
November 2021 - February 2025 · 3 yrs 3 mos
Fisher Investments
January 2016 - October 2021 · 5 yrs 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.