Vincent Fera is a registered investment advisor at Equilibrium Ventures, LLC, based in Hoboken, NJ, with 7 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EQV charges an annual asset-based fee for investment management services for separately managed accounts, ranging from 0.25% to 1% of the value of your portfolio. The specific fee is subject to negotiation based on factors such as the amount of assets managed, future deposits, the level and type of services provided, and the nature of the relationship. EQV generally does not accept authority to directly debit fees from client accounts.
Location
Hoboken, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vincent works as an associate and alternative investment advisor at Towards Equilibrium, Inc. since August 2022. He dedicates nearly full-time hours to performing alternative investment research.
Employment History
Current Registrations
Equilibrium Ventures, LLC
Previous Registrations
Arete Wealth Management, LLCBroker
Independent Brokerage Solutions LLCBroker
Arete Wealth Advisors, LLC
The Gms Group, LLC
The Gms Group, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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