How does the advisor help clients – Key Takeaways:
Equity International provides financial expertise to its clients without explicitly stating it, making them stand out as a reliable and trusted financial advisor. They offer a range of financial services and cater to all types of clients while being transparent about their fees and compensation. With a strong background and a list of required disclosures, Equity International ensures that their clients are well guided towards their financial goals.
Facts and Insights
Equity International is a well-established financial advisory firm with years of experience in the industry. Founded in 2009, they have been providing sound financial advice to their clients, allowing them to grow and prosper.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | Over 50 | 10 years |
Financial Services Offered
Equity International offers a wide range of financial services to cater to their clients’ needs. These services include investment management, retirement planning, tax planning, estate planning, and more. With their comprehensive approach, they ensure that their clients’ financial plans align with their short-term and long-term goals.
Client Types
Equity International caters to a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they tailor their services accordingly to provide the best possible solutions.
Fees & Compensation
Equity International is transparent about their fees and compensation structure, ensuring that there are no surprises for their clients. They charge a percentage of assets under management for their investment management services, and a flat fee for their financial planning services. This allows their clients to fully understand what they are paying for and build a strong foundation of trust with the firm.
Background
Equity International was founded by a team of experienced and knowledgeable financial experts who are dedicated to helping their clients reach their financial goals. With their combined expertise and a client-centric approach, they have established themselves as a reliable and trustworthy financial advisor in the industry.
Financial Advisor Disclosures to Know
Equity International understands the importance of transparency and provides all necessary disclosures to their clients. These include information about their fees and compensation, potential conflicts of interest, and any legal or disciplinary actions against the firm or its advisors. This allows their clients to make informed decisions and have peace of mind while working with the firm.