Equity Wealth Partners (EWP) offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. EWP creates custom investment strategies based on each client's goals, risk tolerance, and financial situation. EWP's services include investment management and financial planning, which may include retirement planning, education savings, and insurance needs. EWP acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$220M
Clients593
Advisors5
Avg. per Client$380K
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$480
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $60K | 1.50% |
| $60K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for portfolios over $10,000,000. For Clients with less than $60,000 in assets under management, there is a minimum fee of $480 per household per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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