Equivest Financial Advisors offers personalized financial planning and investment management services. Financial planning covers cash flow, education, retirement, insurance, and investment analysis. Investment management is discretionary, meaning Equivest makes the investment decisions. Equivest uses low-cost exchange traded funds and stocks to build goal-based portfolios.
Assets Under Management$64M
Clients123
Advisors1
Avg. per Client$520K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.24% |
| $500K - $1.0M | 0.84% |
| $1M+ | 0.74% |
Fees are negotiable. A quarterly fee of $750 may be charged if a client does not maintain a minimum amount of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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