Assets Under Management
$147.7M
Number of Clients
626
Number of Advisors
2
Average Client AUM
$236K
AUM per Advisor
$73.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Equanimity Financial Partners provides investment advisory services to individuals and other clients. Services include asset management, financial planning & consulting, and retirement plan consulting for employer plan sponsors. They tailor advice to client needs and objectives.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees are generally not negotiable.
100 Corson Street, Suite 210, Pasadena, CA, 91103