EQ Wealth Management provides investment management and financial planning services. Investment management includes recommending different investment strategies and monitoring accounts. Financial planning covers areas like retirement, tax, estate, and insurance planning. EQ Wealth Management may recommend investments in an affiliated private fund and real estate projects. Clients are not obligated to act on any recommendations.
Assets Under Management$720M
Clients472
Advisors9
Avg. per Client$1.5M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees may differ based on the size of the relationship, level of services needed, or family accounts. Fees for held-away assets are .575% annually. A back office service provider fee of up to 0.04% may also apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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