Equal Voices Wealth offers comprehensive financial planning and personalized investment management services. Equal Voices Wealth helps clients navigate complex financial situations including retirement planning, tax strategies, cash flow management, business planning, and estate planning. The firm primarily practices passive investment management using index mutual funds and exchange-traded funds, tailored to each client's individual risk tolerance and goals. Equal Voices Wealth works one-on-one with clients through regular meetings and ongoing monitoring.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 2.00% |
| $600K - $1.0M | 1.42% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.83% |
| $2.0M - $2.5M | 0.80% |
| $2.5M+ | 0.80% |
Flat annual fee tiers apply for accounts over $600,000. Percentages shown represent approximate effective rates based on the midpoint or tier thresholds for comparison purposes; actual fees are billed as fixed annual amounts ranging from $8,500 to $20,000+. Fees are negotiable for accounts over $2,500,001.
