Household managed
$2M
Estimated annual fee pending the approved schedule.
Pricing
You should understand the fee before the discovery call
Equipath charges for an ongoing planning relationship. The planning work is the primary service, and investment management is included inside that relationship rather than sold as a separate portfolio product.
There are no portfolio-only engagements.
Our fee
Ongoing wealth management
Final fee schedule pending
The annual advisory fee will be published here. If the final structure is AUM-based, this section should show the actual breakpoints rather than saying “fees vary.”
Minimum relationship $1 million in investable assets
What the fee includes
- The Equity Transition Framework™
- Equity compensation planning
- Written diversification schedule
- Investment management
- Quarterly planning meetings
- Planning around material equity events
- Tax modeling and CPA coordination
- Financial independence modeling
- Cash-flow planning
- Insurance review
- Estate planning coordination
- Charitable strategy planning
There are no commissions on investment products. Confirm against the final ADV before launch.
Why planning is included in the fee
Managing the diversified portfolio is rarely the most complicated part
The harder questions usually sit outside it. Those decisions are the reason the relationship exists.
- 01 When should an ISO be exercised?
- 02 How should an upcoming vest change estimated taxes?
- 03 Which lots belong in this year's diversification schedule?
- 04 Can appreciated stock fund charitable giving?
- 05 Can you leave work two years earlier than planned?
What your fee could look like
Hypothetical households
Once the fee schedule is approved, these examples should use exact arithmetic and stay clearly labelled as hypothetical.
Household managed
$5M
Estimated annual fee pending the approved schedule.
Household managed
$10M
Estimated annual fee pending the approved schedule.
Pricing FAQ
Questions? We're glad you asked.
Do you charge separately for financial planning?
Answer pending the final fee schedule.
Are there trading commissions or product commissions?
To be confirmed against the firm’s Form ADV before launch.
Can I hire Equipath only for equity-compensation advice?
Equipath is built around ongoing primary-planner relationships. Whether any standalone engagement exists is still to be confirmed.
Do you require $1 million to work together?
Our standard minimum is $1 million in investable assets.
Book a discovery call
Know what the relationship costs before you commit to anything
A 30-minute conversation about your situation, the work involved, and whether Equipath is the right firm to help.
No presentation. No pressure.
Sarah Mitchell, CFP®, CEPA®
Founder, Equipath Wealth Partners