Equitas Capital Advisors,Llc
New Orleans, Louisiana
Equitas Capital Advisors, LLC, headquartered in New Orleans, LA, is a distinguished local investment advisory firm providing comprehensive financial services to a diverse clientele. With over 20 individual clients, Equitas manages an impressive $392,963,000 in assets, demonstrating their expertise in wealth management.
As a firm dedicated to delivering personalized solutions, Equitas Capital Advisors offers a range of compensation structures tailored to their clients' needs. These include a percentage of assets under management and fixed fees, ensuring transparency and alignment of interests.
With 10 dedicated professionals, E...
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Assets Under Mgmt
$392.96M
Investment Professionals
8
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other: WRAP FEE PROGRAM
Disclosures
SEC or CFTC found with a false statement or omission
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
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