Equitta Advisors offers investment advice and financial planning to individuals, high net worth individuals, and small businesses. For investments, they use Modern Portfolio Theory and build portfolios with different risk and return characteristics based on the client's risk tolerance, primarily using low-cost mutual funds and ETFs. Financial planning services are offered on an annual retainer basis and cover areas like investment, tax, estate, education, and real estate planning. Clients are not obligated to implement any recommendations.
Fee Structure
Equitta Advisors charges a percentage of your portfolio's value each quarter. The exact percentage depends on whether Equitta Advisors manages all or only a portion of your household assets. Fees may be negotiable. They also offer investment advice for accounts held away at other custodians, such as 401(k)s and HSAs.