Equinox Financial offers wealth management services, including financial planning, investment management, and tax preparation. Equinox Financial creates customized investment strategies using low-cost, diversified mutual funds and exchange-traded funds (ETFs). Equinox Financial serves as a fiduciary, acting in the client's best interest.
Assets Under Management$110M
Clients310
Advisors1
Avg. per Client$340K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees may be negotiable. Non-profit organizations receive a 35% discount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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