Equity Planning Group offers continuous investment advice based on individual client needs. They gather information about your financial situation, goals, and risk tolerance to manage your investments. They may also create financial plans or advise on retirement and college savings. Equity Planning Group manages accounts on a discretionary basis, meaning they make trades without asking for specific consent, but clients can place restrictions on their authority. They may recommend a subadviser or other third-party service provider.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees are negotiable for accounts over $1,500,000. Fixed income accounts: 0.50% annual fee. Qualified plans: 0.50% - 1.00% annual fee. If a third-party service provider is used, Equity Planning Group's fees are lower and the third-party charges an additional 0.18%, with total fees not exceeding 1.50%.