Equity X Investments is a registered investment advisor offering discretionary portfolio management services. They tailor their investment advice to meet individual client needs and objectives. Clients grant Equity X authority to make investment decisions without prior approval, including selecting securities and brokers. Clients can limit this authority with written restrictions. They may advise on various types of investments based on stated goals and objectives.
Assets Under Management$500K
Clients1
Advisors1
Avg. per Client$500K
Avg. per Advisor$500K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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