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How does the advisor help clients – Key Takeaways:
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC is a leading financial management firm that provides expert guidance and support to clients. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future.
Some key takeaways about how EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC helps clients are:
- Expert financial guidance and support
- Experienced team of financial advisors
- Commitment to helping clients achieve their financial goals
- Focus on securing clients’ financial future
Facts and Insights:
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC has a solid reputation in the financial management industry, known for their exceptional services and results. Here are some facts and insights about the firm:
- Founded in 2005
- Based in New York City, with additional offices in Los Angeles and London
- Manages over $5 billion in assets
- Team of over 50 financial advisors
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion+ | 50+ | 15+ years |
Financial Services Offered:
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Wealth planning
- Retirement planning
- Estate planning
- Tax planning
Client Types:
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC caters to a diverse group of clients, including:
- High net worth individuals
- Family offices
- Institutions
- Trusts
- Foundations
Fees & Compensation:
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC is committed to providing transparent and fair fee structures for their clients. Fees are based on a percentage of assets under management, and may vary depending on the type and complexity of services provided. Clients are always made aware of any fees and potential conflicts of interest before entering into any agreements.
Background:
EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC was founded in 2005 by a group of seasoned financial professionals. The firm has grown into a reputable and trusted name in the financial management industry, with a focus on providing personalized and comprehensive services to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, EQUINOX PARTNERS INVESTMENT MANAGEMENT LLC is obligated to disclose any potential conflicts of interest or past disciplinary actions. Clients can review their Form ADV, which includes information on the firm’s services, fees, and any disclosures, before entering into an agreement with the firm.