Aequitas Equitas Wealth Management (AEWM) offers ongoing investment management where they make and implement investment recommendations. AEWM also provides project-based financial planning services covering areas like education funding, retirement, and estate planning. Clients decide whether to implement the recommendations. AEWM also offers retirement plan services to businesses.
Assets Under Management$12M
Clients44
Advisors1
Avg. per Client$270K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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