Equita Financial Network operates through a network of investment advisor representatives who provide comprehensive financial planning and investment management services. Equita covers a wide range of topics, including retirement planning, cash flow and debt management, college savings, employee benefits, estate planning, tax strategies, and risk management. For investment management, Equita builds tailored portfolios based on each client's goals and risk tolerance, and may utilize third-party independent managers or sub-advisers. Equita works with individuals, high net-worth individuals, and business owners, placing a strong emphasis on personalized strategies and fiduciary care.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.5M | 2.00% |
| $1.5M+ | 1.50% |
Fees are negotiable. Total client fees when using a sub-adviser will not exceed 3% of the portfolio.
