EquiNet has been helping individual clients with investment advice since 1987. Led by Kris Williams, EquiNet helps clients determine their investment goals and time horizons through a suitability evaluation. EquiNet provides advice on a wide range of investments, including mutual funds, stocks, municipal bonds, government securities, commercial paper, and certificates of deposit. EquiNet operates on a non-discretionary basis, meaning clients always make the final decision on every trade and the firm does not make trades without asking first. Clients keep their assets at discount brokerage institutions.
Assets Under Management$4.6M
Clients5
Advisors1
Avg. per ClientN/A
Avg. per Advisor$4.6M
Fee Structure
EquiNet charges a flat annual fee of $900 for ongoing investment advice and portfolio reviews, payable each year.
- Hourly consulting — $125 per hour for clients who want one-time advice without ongoing services
Annual Retainer:$900/year
Hourly Rate:$125/hr
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