Equilibrium Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,130,000
Total clients
13
23% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
7
Average account size
$1,010,000
Client services
Fee options
Fixed fees for Project-Based Financial Planning range from $4,000 to $8,000, negotiable based on complexity
$0 - $500,000: 1.50% Greater than $500,000 - $1,000,000: 1.25% Greater than $1,000,000 - $2,000,000: 1.00% Greater than $2,000,000 - $3,000,000: 0.85% Greater than $3,000,000 - $5,000,000: 0.75% Greater than $5,000,000 - $10,000,000: 0.65% Greater than $10,000,000 - $15,000,000: 0.55% Greater than $15,000,000+: 0.45%
$400 per hour for Project-Based Financial Planning
Minimum fee: $5,000 minimum annual fee, may be reduced or waived at firm's discretion Fee-only: Fee-only firm; compensated solely by client fees with no commissions or sales-related compensation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Equilibrium Financial Planning
Kenner LA, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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