Menachem Lerman is a registered investment advisor at Equinum, LLC, based in Brooklyn, NY, with 4 years of industry experience. Menachem operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 194 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. For robo-advisor services, Equinum charges an annual advisory fee of 0.40% on assets above $50,000. Clients utilizing the Betterment Advisor Services platform are subject to Betterment’s platform fee of 0.18%, in addition to any applicable Equinum advisory fees.
Fee Estimator
Location
3611 14th Ave, Suite 221, Brooklyn, NY, 11218
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Equinum, LLC
State Registrations1 state
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