EQUIP is a fee-only registered investment advisor that offers financial planning, career advising, and business advising to individuals and families, as well as corporate workshops and trainings. EQUIP also provides wealth management services, which include investment management and financial planning. When managing investments, EQUIP makes recommendations but does not have the authority to make trades without client approval. EQUIP may recommend third-party professionals, but does not receive compensation from them.
Assets Under ManagementN/A
Clients12
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.75% |
| $100K - $500K | 0.75% |
| $500K - $1000K | 0.85% |
| $1M+ | 1.00% |
Fees are negotiable. If EQUIP utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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