Equity is an independent registered investment adviser. We hold the fiduciary standard for the entirety of every engagement, charge a fee on assets only, and write a quarterly review that explains what we did and why.
Independence, fiduciary standard, fee transparency, written reasoning. The rest is downstream.
Strategic allocation reviewed annually with you in the room. Tactical bands of ±5%. Tax-aware rebalancing at the lot level.
No commissions, no spreads, no 12b-1. Fee on assets only.
Cash flow, retirement, education, estate. One document, in plain language.
We hold the mandate. Strategic asset allocation, tax-aware rebalancing, written quarterly review.
Cash flow, retirement, education, estate, insurance. One written plan, refreshed annually with you in the room.
We coordinate with your CPA and estate counsel. Tax-loss harvesting, charitable strategies, RMD planning.
Not all advice is created equal. The difference compounds.
"We moved from a wirehouse to Equity in 2022. The first quarterly review explained more than the last 19 statements combined."
No commissions, no 12b-1, no soft dollars. Fee schedule on Form ADV Part 2A.
$1M minimum. Discretionary advisory, quarterly written review, annual planning meeting.
$5M minimum. Adds tax overlay, estate coordination, equity compensation planning.
$25M minimum. Multi-generation wealth, foundation governance, family education.
Yes. Equity Advisors LLC is a SEC-registered investment adviser (RIA). We are bound by the fiduciary standard for the entirety of every engagement.
A 45-minute conversation, by phone or in our office. No paperwork in the first call. We propose, in writing, within five business days.