1. ‣More Information

  2. Plotting Your Course: The Art & Science of Our Investment Relationships

  3. Asset Class, Sept. ’04, Part 1

  4. Asset Class, Nov. ’04, Part 2

  5. Asset Class, Dec. ’04, Part 3

  6. ‣Advisory Fee

Equius Partners is compensated entirely by fees paid directly by our clients. We receive no commissions, third-party payments, and have no financial interest in any services or investment products we use in managing client portfolios.

Our investment advisory fee is 1% on the first $2 million and 0.5% on assets over $2 million.

Minimum relationship size and fees are negotiable under certain circumstances.

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