Equilus Group provides investment management, financial planning, and trust financial services to individuals, families, and businesses. Operating on a non-discretionary basis, Equilus Group collaborates with clients to build customized strategies based on their goals, risk tolerance, and personal values, such as moral or religious investment restrictions. The firm offers comprehensive services including retirement planning, college funding, charitable giving, insurance analysis, and estate planning. Equilus Group also provides specialized trust financial services and can recommend private real estate investments through affiliated entities. Investment portfolios are primarily custodied through SEI Investments, with advisory representatives holding professional qualifications in wealth management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.25% |
| $150K - $500K | 0.96% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.64% |
| $2.0M - $5.0M | 0.56% |
| $5.0M - $10.0M | 0.48% |
| $10.0M - $15.0M | 0.44% |
| $15.0M - $20.0M | 0.40% |
| $20.0M - $50.0M | 0.32% |
| $50M+ | 0.24% |
Fees are negotiable but cannot exceed the stated schedule. Trust assets have a separate fee schedule: 1.00% up to $1M and 0.95% over $1M.