Strategic Partnerships
We believe in the strength of team at Equilibrium. To serve you better, Equilibrium has developed several strategic partnerships that are vitally important to our client’s overall experience. These include strong relationships with LPL Financial and HighPoint Advisor Group.
LPL Financial – Custodian and Provider of Independent Financial Support
A custodian is the firm that takes physical possession of your assets, processes transactions, collects dividend and interest payments, makes distributions to you or a designated party and produces monthly statements that document holdings, cost basis and current market value. The custodian that has physical possession of your assets should be a highly regarded brand name that you have researched. To that end, Equilibrium Wealth Management has chosen LPL Financial as its primary custodian. LPL is one of the largest custodians in the industry, with advisory and brokerage assets of $762 Billion as of June 2020.
HighPoint Advisor Group – A Registered Investment Advisor
As part of a full value proposition, HighPoint Advisor Group provides Equilibrium Wealth Management with experienced and knowledgeable behind-the-scenes services, proactive compliance, virtual administrative support and concierge services. HighPoint currently partners with over 150 advisors in more than 100 locations. HighPoint Advisor Group oversees $6B in Assets Under Management as of 9/28/2020.