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How does the advisor help clients – Key Takeaways:
AEQUITAS WEALTH MANAGEMENT LLC acts as a financial expert for their clients, providing them with personalized financial services to help them achieve their financial goals. The following key takeaways highlight the ways in which the advisor helps their clients:
- Creating personalized financial plans based on each client’s goals, risk tolerance, and financial situation.
- Implementing investment strategies to help grow and protect clients’ assets.
- Offering ongoing guidance and support to clients in managing their finances.
Facts and Insights
AEQUITAS WEALTH MANAGEMENT LLC is a leading wealth management firm that prides itself on providing top-notch financial services to clients. Here are some key facts and insights about the firm:
- Founded in 2005, AEQUITAS WEALTH MANAGEMENT LLC has over 15 years of experience in the financial industry.
- The firm currently manages over $500 million in assets under management (AUM).
- With a team of 10 experienced advisors, AEQUITAS WEALTH MANAGEMENT LLC has the expertise and resources to guide clients in achieving their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
AEQUITAS WEALTH MANAGEMENT LLC offers a comprehensive range of financial services to help clients manage their wealth and achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to develop a personalized strategy that aligns with their goals.
Client Types
AEQUITAS WEALTH MANAGEMENT LLC caters to a wide range of clients, including individuals, families, and small business owners. The firm is equipped to handle the unique financial needs and goals of each client, regardless of their net worth or stage in life.
Fees & Compensation
AEQUITAS WEALTH MANAGEMENT LLC is a fee-only firm, meaning they do not earn commissions from selling products or services. Instead, they charge a percentage of AUM as their fee, ensuring that their interests are aligned with their clients’ and they are working towards the same goal – maximizing their clients’ wealth.
Background
AEQUITAS WEALTH MANAGEMENT LLC is led by a team of experienced and highly qualified advisors who are dedicated to providing top-quality financial guidance to their clients. The firm values transparency and maintains open communication with their clients, keeping them informed and involved every step of the way towards their financial goals.
Financial Advisor Disclosures to Know
- AEQUITAS WEALTH MANAGEMENT LLC has a clean record, with no disciplinary actions taken against the firm or its advisors.
- The firm is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).