Equinox Wealth Management (EWM) offers investment management services, creating custom portfolios based on client goals and risk tolerance. EWM also provides financial planning services covering retirement, estate, risk management, employee benefits, tax, and education funding. Financial planning is offered alongside investment management at no additional fee. EWM acts as a fiduciary, prioritizing client interests.
Assets Under Management$84M
Clients41
Advisors1
Avg. per Client$2M
Avg. per Advisor$84M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable or waived for certain types of accounts.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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