Equitable Investment Management Group, LLC

Fee-Only (% of Portfolio)

Equitable Investment Management Group advises investment companies and private investment trusts. They offer portfolio management, select investment sub-advisors, and develop asset allocation strategies. They also provide model investment portfolios to independent advisors. The firm is a subsidiary of Equitable Financial Life Insurance Company.

Assets Under Management$160B
Clients3
AdvisorsN/A
Avg. per Client$54B
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Equitable Investment Management Group does not directly manage investments for individual investors. They provide investment advisory services to investment companies and private investment trusts. The fees for these services are outlined in the applicable prospectuses.

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Location

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Equitable Investment Management Group, LLC | TrueAdvisor