Equatorial Advisors provides portfolio management based on individual client goals and risk tolerance. They also offer financial planning services covering investments, insurance, retirement, college, and debt. A robo-advisory service is available, using algorithms to manage portfolios based on client profiles. Equatorial Advisors may recommend third-party money managers but does not receive compensation for these referrals.
Assets Under Management$11M
Clients32
Advisors1
Avg. per Client$340K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Equatorial Advisors offers investment management services where you pay a percentage of your portfolio's value each year. The exact percentage depends on how much you invest.
For standard investment management:
- $1 to $499,999: 0.50% to 3.00% per year
- $500,000 to $1,000,000: 0.50% to 2.50% per year
- Over $1,000,000: Negotiable
For robo-advisory portfolio management:
- $1 to $199,999: 1.00% to 2.00% per year
- $200,000 to $500,000: 0.5% to 2.00% per year
- Over $500,001: Negotiable
These fees are negotiable.
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