Aequitas Investment Advisors provides personalized financial planning and non-discretionary portfolio management services. The firm primarily serves individuals, families, charitable foundations, and non-profit organizations. A client relationship begins with a detailed discussion of goals, risk tolerance, and time horizons to build a customized financial plan. Aequitas acts as an architect for your wealth, helping coordinate retirement planning, educational funding, and charitable giving while working alongside your tax and estate professionals. For investment management, Aequitas builds diversified portfolios using mutual funds, exchange-traded funds, individual bonds, and equities, and manages accounts on a non-discretionary basis, meaning they consult with you before making any trades. The firm also offers specialized portfolio reviews and consulting on specific topics.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Portfolio management fees include a percentage of assets fee of 0.35% plus an annual base planning fee typically ranging from $2,500 to $15,000. Fees are negotiable based on client circumstances.