Ann Shubert is a CFP-designated registered investment advisor at Equita Financial Network, INC., based in Albuquerque, NM, with 11 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 9 more. Their firm serves 434 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.5M | 2.00% |
| $1.5M+ | 1.50% |
Fees are negotiable. Total client fees when using a sub-adviser will not exceed 3% of the portfolio.
Fee Estimator
Contact
Ann Shubert
Location
7770 Jefferson St NE, Suite 304, Albuquerque, NM, 87109
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Ann is the owner and managing member of Equila Financial, LLC, dedicating nearly full-time hours to the firm. She provides investment advice and financial planning services.
Employment History
Current Registrations
Equita Financial Network, INC.
Previous Registrations
Intentional Finance, LLC
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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