Equanimity Capital Management (EquaCap) offers portfolio management and consulting, retirement planning, and portfolio evaluation services. All services are provided in conjunction with portfolio management. EquaCap supervises client investments based on their individual profile, providing online access to real-time investment information. EquaCap also offers seminars for educational purposes. Investment recommendations are based on the client's needs, goals, risk tolerance, and investment time horizon.
Assets Under Management$720K
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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