EQUITY WEALTH PARTNERS, LLC
Independence, Missouri
Equity Wealth Partners, LLC, a small investment advisory firm headquartered in Independence, MO, is dedicated to providing personalized financial guidance and investment strategies to their clients. With a team of six skilled professionals, including four investment advisors, they possess the expertise to navigate the ever-changing financial landscape. With an average of $63,550,000 in assets under management per investment advisor, Equity Wealth Partners is on par with the industry average, demonstrating their ability to handle substantial portfolios. Their compensation structure is flexible, encompassing various types, such as ...
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Assets Under Mgmt

$172.13M

Investment Professionals

4

Locations

0

% 401K & Individual

64%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.