Eq Wealth Advisors
Assets Under Management
$558.8M
Number of Clients
366
Number of Advisors
3
Average Client AUM
$1.5M
AUM per Advisor
$186.3M
Compensation
Fee-Only (AUM)
About This Firm
EQ Wealth Advisors provides investment and wealth management services to help clients achieve their financial goals. They manage accounts on a discretionary and non-discretionary basis, tailoring services to meet client needs. They offer financial planning and consulting services, including estate, income tax, charitable, cash flow, and wealth transfer planning.
Fee Structure
Investment management fees are calculated monthly based on the average daily balance of your account. The maximum annual advisory fee is 1.5%. Financial planning and consulting services are included in the investment management fees for investment management clients, with no additional fees. There is no minimum requirement for investable assets.
Areas of Practice
Location
10000 North Central Express Way, Suite 1350, Dallas, TX, 75231