PRICING
SIMPLE, TRANSPARENT, AFFORDABLE.

At Equivest, we believe in straight forward and affordable advice, delivered from a fiduciary standpoint. We have therefore chosen to be fee only, which means we're paid solely by our clients.

No commissions, kickbacks, or hidden fees.

YOUR FINANCIAL BLUEPRINT

Cost: $500 & up (one-time)

Key Features:

  • Goals based financial plan created & delivered in 4 meetings.

  • Connect all your accounts easily with a Personal Financial Website.

  • Address key planning needs of college affordability, retirement planning, and investment strategy.

  • Specific action list delivered at final meeting

  • Opportunity to "test drive" working with our firm long term

Building Plan
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FINANCIAL COACHING

Cost: $99 per month & up  (complimentary for Investment Management relationships of $200,000+)

Key Features:

  • Ongoing advice, consistent with your Blueprint Plan, including implementation of your plan's action items, in a retainer-style relationship.

  • College affordability advice – aid projections, FAFSA filing, net cost comparison, award evaluations, and loan decisions.

  • Regular progress meetings to review your situation, adjust your plan & provide accountability.

  • Planning & coordination in advanced areas – insurance, tax, estate.

INVESTMENT MANAGEMENT

Cost: 0.55% – 1.10% annually  (% assessed only on assets directly managed)

Key Features:​

  • Access to portfolios built using Noble prize winning research and low cost investments

  • Goals based investment portfolios that are aligned with your Blueprint plan.

  • Automatic account rebalancing

  • No account or investment minimums.

  • End to end support with account transfers and transactions.

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READY TO GET STARTED?

Talk to a team member today.
It's 100% complimentary and hassle-free.
No sales, no pressure, no problem.

©2017 BY EQUIVEST ADVISORS.