Equanimity Financial Partners
Assets Under Management
$147.7M
Number of Clients
626
Number of Advisors
2
Average Client AUM
$236K
AUM per Advisor
$73.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
HBA Advisors LLC dba Equanimity Financial Partners offers investment advisory services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. Services include asset management, financial planning & consulting, and retirement plan consulting.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.85% |
Fees are generally not negotiable. Minimum account balance requirement is negotiable.
Fee Estimator
Asset management fees are based on a percentage of assets under management, as detailed in the fee table. Financial planning fees range from $2,500 to $20,000, determined by the scope and complexity of the engagement. Retirement plan consulting fees will not exceed 1.75% of managed plan assets. Clients will also incur transaction fees charged by their custodian. A minimum account balance of $500,000 or $250,000 family income is required for asset management services, but this is negotiable.
Areas of Practice
Location
100 Corson Street, Suite 210, Pasadena, CA, 91103