Equilibrium Wealth provides investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and small businesses. Investment management includes customized portfolios using mutual funds, ETFs, individual stocks and bonds, and alternative investments. Financial planning covers areas like retirement, education, and insurance needs. Equilibrium Wealth may recommend unaffiliated third-party investment managers.
Fee Structure
Equilibrium Wealth charges a percentage of the value of your investments each year. The annual fee ranges from 0.75% to 2.00%, depending on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance. The firm may use third-party managers, and the total blended fee will typically not exceed 2.00% annually. For held away assets managed through Pontera, fees will either be paid directly by you or deducted from another account that we manage for you.