How are wealth management fees calculated?

Typical management fees are taken as a percentage of the total assets under management (AUM). For example, if you’ve invested $10,000 with an annual management fee of 2.00%, you would expect to pay a fee of $200 per year.

Should I hire a financial advisor or go it alone?

While some experts say a good rule of thumb is to hire an advisor when you can save 20% of your annual income, others recommend obtaining one when your financial situation becomes more complicated, such as when you receive an inheritance from a parent or you want to increase your retirement funds.

What do you need to know about equilibrium wealth management?

Equilibrium Our wealth management services consist of financial planning, investment management and tax mitigation working hand in hand to create what we call successful lifetime wealth management investing. These components are inextricably linked, that’s why we combine all three into one first-class service.

How are asset prices related to market efficiency?

The efficiency of asset prices is linked to the efficiency of the asset management market: if investors can find managers more easily, more money is allocated to active management, fees are lower, and asset prices are more efficient.

What do you need to know about equilibrium?

Equilibrium innovates and manages sustainability-driven real asset investment strategies and products for institutional investors. This opens in a new window. Learn more about Equilibrium in the media.

What does it mean to be a client of equilibrium?

Engaging Equilibrium has meant that I don’t have to worry about my finances and that I can concentrate on all the good things in life. Sue, client since 2014 They actually care. They aren’t there just to feather their own nest. They’re interested in making everybody happier, wealthier people. Mike, client since 2018