EQ Wealth Advisors manages investment portfolios and provides comprehensive financial planning, wealth management, and tax planning services for individuals, families, and business owners. EQ Wealth Advisors builds customized portfolios using a mix of individual stocks, bonds, exchange-traded funds, mutual funds, alternative investments, and digital assets. The firm offers both discretionary and non-discretionary management, meaning advisors can either make trades on your behalf based on your agreed strategy or consult with you before taking action. In addition to investment management, EQ Wealth Advisors helps clients navigate retirement planning, estate planning, charitable giving, cash flow management, and tax preparation. The firm operates with a focus on holistic wealth building and coordinates with your other professionals, such as certified public accountants and estate attorneys, to align your financial strategy.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.5%. Fees may vary based on account size, portfolio complexity, and family account house-holding, and are negotiable in certain circumstances.