Equinum provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment plans and manage investments, including variable annuities. Equinum also offers robo-advisor services through Betterment, providing automated investment management. For ultra-high net worth individuals, Equinum offers a family office service to manage personal and enterprise wealth.
Assets Under Management$400M
Clients194
Advisors5
Avg. per Client$2M
Avg. per Advisor$79M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable. For robo-advisor services, Equinum charges an annual advisory fee of 0.40% on assets above $50,000. Clients utilizing the Betterment Advisor Services platform are subject to Betterment’s platform fee of 0.18%, in addition to any applicable Equinum advisory fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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