Brent Chavez
Brent Chavez is a registered investment advisor at Aequitas Equitas Wealth Management LLC, based in Riegelsville, PA, with 21 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 44 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $250K | 1.75% |
| $250K - $750K | 1.45% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.35% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Location
Riegelsville, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brent is a partial owner of Advanced Paint Repair Systems, LLC, an automotive refinishing business, since 1997. His activities, including accounting and administrative tasks, require minimal time.
Employment History
Current Registrations
Aequitas Equitas Wealth Management LLC
Previous Registrations
Motiv8 Investments LLC
Brokers Financial
Brokers International Financial Services, LLC.Broker
Allstate Financial Services, LLCBroker
Trustmont Financial Group, INC.Broker
Syndicated Capital, INC.Broker
Syndicated Capital, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.