Financial Equations Advisors provides financial planning and investment management services to individuals, high net worth individuals, corporations, and pension/profit-sharing plans. Financial planning includes comprehensive and ongoing options. Investment management involves creating individualized portfolios based on model portfolios and may include the use of sub-advisors. For businesses, they offer retirement plan consulting services.
Fee Structure
Financial Equations Advisors manages investment portfolios for a fee based on the value of your portfolio. The fee ranges are:
- $0 - $1,000,000: 1.00% to 1.50%
- Above $1,000,000: 0.75% to 1.00%
The specific fee is negotiable based on your needs and the amount of trading in the account. The fee is billed monthly, in advance. If a sub-advisor is used, the total fees charged by both Financial Equations Advisors and the sub-advisor will not exceed 3% per year.