equitable.com

1.1
1.1 Based on 20 reviews

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Steven Schiff
My investments did poorly, high fees were charged.

My investments with Equitable did very poorly, I lost money on most of them, customer service is not helpful and gives conflicting information. My financial advisor sold me non-publically traded REITS which lost 10s of thousands of dollars and I cannot sell them until there is a "liquidation event" or dump them off to a reseller for a fraction of what I paid. Account fees are unreasonable especially given the financial losses I have suffered. Very difficult to transfer my investments to a different Advisor. Termination fees are high and unreasonable.

1
Date of experience: Aug 06, 2025

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