Equilibria Wealth Management (EWM) offers asset management services using model portfolios and ongoing supervision. EWM also provides financial planning and consulting services to help clients understand their financial situation and set objectives, covering areas like tax planning, asset allocation, and retirement planning. Specific recommendations depend on the client's Investment Policy Statement. Clients can impose restrictions on investments, but EWM reserves the right to end the relationship if restrictions hinder service.
Assets Under Management$130M
Clients116
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Equilibria Wealth Management charges a negotiable annual fee based on the total value of your portfolio. The exact fee can vary depending on your circumstances. Fees are paid quarterly in advance.
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