EQV Advisory is a registered investment advisor located in Raleigh, North Carolina. EQV Advisory provides investment advisory, wealth management, family office and support, and financial planning services suitable to individuals, high net worth individuals, corporations, small businesses, charitable institutions, and foundations. The firm utilizes both model-based and custom portfolios tailored to each client's individual goals, risk tolerance, and investment timeline. EQV Advisory subscribes to Modern Portfolio Theory, the Efficient Markets Hypothesis, and behavioral finance to construct portfolios using passive investments, separately managed accounts, mutual funds, and private partnerships.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of up to 1% based on assets under management, billed monthly in arrears. Fees may be negotiable.