EQ Wealth Advisors

Overview

EQ Wealth Advisors is a financial planning and investment advisory firm based in Dallas, Texas. The firm specializes in helping clients build, manage, and preserve wealth to achieve their financial goals. They offer investment and wealth management services on both discretionary and non-discretionary bases, tailoring portfolios to meet individual client needs. As of December 31, 2024, EQ Wealth Advisors managed approximately $558.8 million in discretionary assets. The firm charges a maximum annual advisory fee of 1.5%, billed monthly based on the average daily balance of the client's account. Clients have the option to exclude legacy positions from fee calculations and may house-hold portfolios for fee purposes. The firm does not charge performance-based fees or engage in side-by-side management. EQ Wealth Advisors utilizes third-party vendor tools for financial planning and analysis, including Black Diamond, FP Alpha, Morningstar, and E-Money. The firm is a Registered Investment Adviser and is regulated by the Securities and Exchange Commission (SEC). The firm's headquarters are located at 10000 N Central Expy, Suite 1350, Dallas, TX 75231. The firm's investment focus includes asset classes such as Fixed Income (Debt and Bonds), Private Equity, Real Estate, and Venture Capital. They invest across various stages, including Early Stage, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, and Distressed. Their geographical focus is primarily on the United States. The firm has a diverse portfolio across multiple industries, including Financial Services, Technology, Healthcare, Consumer Goods, Energy, Industrial, Telecommunications, Media, Retail, Real Estate, Transportation, Utilities, Materials, Consumer Services, and Business Services. Investment sizes range from a minimum of $1 million to a maximum of $50 million.