Eq Wealth Management Fees & Minimum

Overview

Total Firm Assets: $942 million
Average High-Net-Worth Client Portfolio Size: $2.4 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: ADV 2A (291033) (2026-04-29) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.00%
$1,000,001	$5,000,000	0.85%
$5,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$44,000	0.88%
$10 million	$69,000	0.69%
$50 million	$269,000	0.54%
$100 million	$519,000	0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 95.30%
Number of High-Net-Worth Clients: 369
Total Client Accounts: 2,476
Discretionary Accounts: 1,615
Non-Discretionary Accounts: 861

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 291033

ADV 2A (291033) (2026-04-29) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Eq Wealth Management disclose?

Is Eq Wealth Management a fiduciary?

How many clients does Eq Wealth Management have?

What services does Eq Wealth Management offer?

How much does Eq Wealth Management manage?

What types of clients does Eq Wealth Management serve?

Eq Wealth Management