Equitable Advisors

Retirement Planning Firm in Berkeley County, WV

Firm Info
Address: 300 Foxcroft Ave, Martinsburg, WV 25401, USA
Phone: (304) 582-1371

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)

Get Connected with a Financial Advisor

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Equitable Advisors, LLC Overview

Equitable Advisors, LLC is a registered investment advisory firm that has been in business since 1978. The firm is headquartered in New York City and operates on a fee-based arrangement. It is categorized as a broker-dealer, providing investment advice to its clients. The range of services offered by Equitable Advisors caters to individuals, small businesses, and institutional clients. Their services include financial planning, portfolio management, pension consulting, selection of other advisors, and educational seminars and workshops. The firm's portfolio management services are available for both businesses and individual clients. Equitable Advisors believes in providing personalized services. They take into consideration the clients' individual needs while developing investment strategies and plans for them. Their advisory services are transparent and offer complete disclosure of all fees and expenses. With decades of experience in the financial industry, Equitable Advisors is well equipped to help its clients achieve their financial goals.

EQUITABLE ADVISORS, LLC serves a diverse group of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and various other corporation types not listed. The firm's commitment to providing customized and comprehensive financial planning services ensures that no matter the client's goals or financial situation, EQUITABLE ADVISORS, LLC can tailor its services to meet their needs. EQUITABLE ADVISORS, LLC offers a range of fee structures catering to its clients' varied financial needs. Depending on the service provided, the firm can charge a percentage of the assets under management (AUM), hourly rates, or fixed fees. Percentage of AUM fees typically apply to investment management services, while hourly rates apply to consultation services. Fixed fees, on the other hand, are often charged for comprehensive financial planning services that entail longer-term engagements. EQUITABLE ADVISORS, LLC's partnership with its clients emphasizes transparency and flexibility, ensuring that its fee structures are as fair and straightforward as possible.

Typical Clients, Fee Structures & Investment Minimum

The note in Equitable Advisors, LLC's Part 2 Brochure states that they primarily provide managed accounts through Flexible Plan Investments. The minimum investment amount for these accounts ranges from $5,000 to $25,000. Therefore, it appears that the investment minimum for Equitable Advisors is at least $5,000, but could be as high as $25,000 depending on the specific program chosen.

How This Office Can Help Berkeley County, WV Residents

Equitable Advisors offers financial planning and investment management services to clients in Berkeley County, WV. Berkeley County, WV is a fast-growing community that is attracting many young families and retirees. With a median household income of $63,000 and a cost of living that is lower than surrounding metropolitan areas, many residents are working to save for retirement or looking to invest in real estate. Equitable Advisors can help clients navigate these financial situations by providing personalized financial advice, including retirement planning, tax-efficient investment strategies, and estate planning. For retirees, Equitable Advisors can help clients plan for their retirement income needs, including maximizing social security benefits and pension payouts. For young families, Equitable Advisors offers advice on college savings plans, life insurance, and investment strategies that can help them reach their financial goals. With expertise in tax laws and financial planning, Equitable Advisors can also assist clients in managing their tax liability and preserving their wealth for future generations. With a focus on personalized service, Equitable Advisors is committed to helping clients in Berkeley County, WV achieve their financial goals and plan for a secure financial future.

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 300 Foxcroft Ave, Martinsburg, WV 25401, USA
Phone (304) 582-1371
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

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.