Equanimity Financial Partners offers comprehensive financial services including investment management, standalone financial planning and consulting, and retirement plan consulting. The firm builds customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, options, and alternative investments, while continuously monitoring and rebalancing accounts to match client goals. Financial planning services cover retirement planning, estate planning, charitable planning, education planning, tax planning, real estate analysis, debt analysis, and insurance evaluation. Equanimity Financial Partners works with individuals, high-net-worth individuals, trusts, estates, charitable organizations, and business retirement plans, maintaining a client-focused advisory practice centered on risk management and clear communication.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees are generally not negotiable.