Just as every person is totally unique, so are their financial capabilities, life circumstances, dreams, and goals. We're here to provide services at the level you need.
Advantage Foundational Planning
$2,500 Initial Setup Cost
$
49
99
per month
-
Cash Flow
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New Worth
-
Retirement Goal
-
Retirement Distribution Strategy
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Interactive Planning Tool Box
-
Tax Efficiency Review
-
Custom Portfolios
-
Annual Meeting
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Trust & WIll Review
-
Insurance Review & Risk Mgmt.
-
Ongoing Monitoring of Plan
-
Goals Planning (3)
Account Minimum $25K
Aequus Advantage Comprehensive Planning
All Inclusive
Complimentary Initial Setup
-
Cash Flow
-
New Worth
-
Retirement Goal
-
Retirement Distribution Strategy
-
Interactive Planning Tool Box
-
Tax Efficiency Review
-
Custom Portfolios
-
Annual Meeting
-
Trust & WIll Review
-
Insurance Review & Risk Mgmt.
-
Ongoing Monitoring of Plan
-
Goals Planning (Unlimited)
-
Philanthropic Review
-
Liquidity Event / Business Planning
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Plan Update
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Estate Plan & Review
-
Philanthropic Strategies
-
Aequus University (TBD)
-
Education University (529)
-
Annual Tax Review & Analysis
-
Quarterly Meeting
-
Account Consolidation & Oversight
-
Liability Management
Account Minimum $1M
Aequus Advantage Private Wealth Advisory
All Inclusive
Complimentary Initial Setup
-
Cash Flow
-
New Worth
-
Retirement Goal
-
Retirement Distribution Strategy
-
Interactive Planning Tool Box
-
Tax Efficiency Review
-
Custom Portfolios
-
Annual Meeting
-
Trust & WIll Review
-
Insurance Review & Risk Mgmt.
-
Ongoing Monitoring of Plan
-
Goals Planning (Unlimited)
-
Philanthropic Review
-
Liquidity Event / Business Planning
-
Plan Update
-
Estate Plan & Review
-
Philanthropic Strategies
-
Aequus University (TBD)
-
Education University (529)
-
Annual Tax Review & Analysis
-
Quarterly Meeting
-
Account Consolidation & Oversight
-
Liability Management
-
Behavioral Finance Assessment & Coaching (4 Sessions)
-
Real Estate Management (Arden Trust Services)
-
Educational Retreat*
-
Additional Trust Services (Arden Trust Service)
Account Minimum $5M
*additional costs
Just Getting Started?
Who graduates from college and already has savings in the bank? Not many. That's is why we also offer our stand alone services.
Looking for Planning Tools?
Some people just like to handle their finances in-house. No problem! Utilize our planning tools, like Asset Map, and plot your own path.
Need a Jumpstart?
Take advantage of our individual services and pick our collective brain in whatever way you need!
Stand Alone Services
We make financial planning simple and easy to manage.