At Equilibrium Wealth Advisors (EWA), we act as your personal CFO, giving you the clarity, structure, and execution you deserve in a wealth management plan. Our planning process is intentional, efficient, and highly personalized. It contains three steps:
01
Discovery & Alignment
02
Blueprinting Your Plan
03
Implementation & Ongoing Guidance
Our Advisory Fee Schedule
Simple. Transparent. All-Inclusive.
At EWA, we believe our pricing structure should be clear and predictable, not masked by hidden costs or conflicts of interest. That’s why we use a straightforward, wrap-fee structure that covers all our integrated services for one AUM-based fee. You’ll never be billed by the hour or put “on the clock.” Instead, your fee is all-encompassing. It’s designed to give you unlimited access to our team whenever you need us, without hesitation.
Our philosophy is simple: your most valuable asset is time, and our role as your personal CFO is to save it. We handle the complexity behind the scenes and report back with clear strategies so you can make decisions with confidence and stay focused on the bigger picture.
Is Our Wealth Management Approach the Right Fit for You?
- We serve high-net-worth individuals and families with $1 million or more in investable assets.
- We have particular expertise supporting households in the $10–$100 million range who face complex financial structures, liquidity events, and multi-generational dynamics.
- We do not offer standalone tax preparation or insurance services. Our advisory fee fully integrates all of our services: