Equitable Advisors

Financial Advisor in Nueces County, TX

Firm Info
Address: 101 N Shoreline Blvd # 605, Corpus Christi, TX 78401, USA
Phone: (361) 883-9800

Firm Size
Assets Under Management: $28 billion
# of Advisors: 3,710
# of Clients: 70,048
Client to Advisor Ratio: 19:1
Average Account Size: $399,332
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Equitable Advisors, LLC Overview

Equitable Advisors, LLC is a reputable investment advisory firm that has been in business since 1978. The firm is headquartered in New York, NY, and operates on a fee-based fee arrangement. As a registered broker-dealer, Equitable Advisors provides investment advice and a variety of financial services to individuals, small businesses, and institutional clients. One of the core services offered by Equitable Advisors is financial planning. The firm's team of experienced advisors works closely with clients to develop customized financial plans that align with their short and long-term goals. Additionally, Equitable Advisors provides portfolio management services, where clients can have their investments managed by professionals who use a disciplined approach to investing. Equitable Advisors also offers pension consulting services, helping businesses and organizations design and implement retirement plans that benefit their employees. The firm assists in selecting other advisors for clients and provides educational seminars and workshops that inform clients about various investment topics. In conclusion, Equitable Advisors, LLC is a comprehensive investment advisory firm that provides expert guidance and support to clients seeking to grow their wealth and achieve financial goals.

EQUITABLE ADVISORS, LLC serves a diverse clientele base, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations not listed. Offering a wide array of financial planning and investment management services to such a diverse set of clients requires considerable knowledge and expertise on the part of the firm, and EQUITABLE ADVISORS, LLC is well-equipped to handle the complex financial needs of each and every one of its clients. When it comes to fees, EQUITABLE ADVISORS, LLC understands that one size does not fit all. That's why the firm offers a range of fee structures depending on the service provided. For clients looking for investment management services, EQUITABLE ADVISORS, LLC charges a percentage of the assets under management (AUM). For those seeking financial planning or advisory services, fees are typically charged on an hourly basis. The firm also offers fixed fees for certain services, such as tax planning or estate planning. Regardless of the fee structure, EQUITABLE ADVISORS, LLC always strives to provide superior value and exceed its clients' expectations.

Typical Clients, Fee Structures & Investment Minimum

According to Equitable Advisors, LLC's Part 2 Brochure, the firm acts as a promoter for Flexible Plan Investments, which primarily offers managed accounts. These managed accounts have a minimum account size ranging from $5,000 to $25,000. Therefore, it can be inferred that the investment minimum for Flexible Plan Investments through Equitable Advisors is either $5,000 or $25,000.

How This Office Can Help Nueces County, TX Residents

Equitable Advisors is committed to assisting clients in Nueces County, TX to achieve their financial goals. The region is home to people from different economic backgrounds, with varying degrees of financial situations. Equitable Advisors offers personalized advice and tailored solutions that recognize client's different levels of risk-tolerance, lifestyles, and future earnings potentials. The company has a team of financial professionals who use their expertise to navigate a range of investment options and evaluate the potential benefits and risks. Clients in Nueces County, TX may face unique financial situations such as planning for retirement, funding children's education, paying off debts, or creating wealth. Equitable Advisors understand these challenges and takes a holistic approach to financial planning that involves tax strategies, investment management, real estate planning, pension plans, and risk management. The company is committed to establishing long-term relationships with clients while providing personalized solutions that address their financial goals. With Equitable Advisors' help, clients in Nueces County, TX can effectively navigate through the complexities of the financial market and achieve their unique objectives.

To view the Minimum Investment and Fee Schedule for Equitable Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Equitable Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Equitable Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 101 N Shoreline Blvd # 605, Corpus Christi, TX 78401, USA
Phone (361) 883-9800
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 1290 AVENUE OF THE AMERICAS, NEW YORK, NY 10104, United States

This firm has no other locations.

State Registrations

Equitable Advisors, LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin
  • Virgin Islands

Disciplinary History

Equitable Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.