EQV Advisory offers investment advice, wealth management, family office services, and financial planning to individuals, high net worth individuals, corporations, small businesses, charities, and foundations. EQV uses both pre-built and custom investment portfolios based on each client's goals, risk tolerance, and investment objectives.
Assets Under Management$110M
Clients21
Advisors3
Avg. per Client$5.1M
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and EQV reserves the right to offer alternative fee schedules.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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