WealthEQ offers wealth management and investment advice to high-net-worth individuals, families, family offices, and captive insurance companies. WealthEQ offers three services: Personal Chief Financial Officer (CFO), Outsourced Chief Investment Officer (OCIO), and Captive Investment Management. WealthEQ designs plans and portfolios to help clients meet their goals. They also offer investment management services.
Fee Structure
WealthEQ offers three services with different fee structures. The Personal Chief Financial Officer service requires investment management. Fees are fixed based on a percentage of the starting value of assets managed or advised on. The percentage is tiered, meaning it's lower for higher asset values.
For the Personal Chief Financial Officer service, discounts are available for completing a wealth plan and staying invested for 5 years. For the Outsourced Chief Investment Officer service, the fee decreases each year for the first three years. For Captive Investment Management, the fee adjusts for premium additions, not investment growth.