Equus Private Wealth Management LLC

Wealth Management Firm in Aspen, CO

Firm Info
Address: 55 N 4th St, Carbondale, CO 81623, USA
Phone: (970) 963-9254

Firm Size
Assets Under Management: $179.3 million
# of Advisors: 4
# of Clients: 45
Client to Advisor Ratio: 11:1
Average Account Size: $4 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Equus Private Wealth Management LLC Overview

Equus Private Wealth Management LLC is a registered investment advisory firm that has been in business since 2015. The firm provides investment advice to individuals and small businesses. They specialize in portfolio management, helping their clients to invest and grow their wealth over time. Unlike some firms, Equus Private Wealth Management LLC operates on a fee-only basis, meaning that they are compensated only by their clients and do not receive any commissions or incentives for recommending certain investments. Headquartered in Carbondale, Colorado, Equus Private Wealth Management LLC is well-positioned to serve clients in the region. Their experienced team of advisors works closely with each client to understand their unique financial situation and develop a personalized investment strategy that aligns with their goals and objectives. Whether you are planning for retirement, saving for a child's education, or growing your business, Equus Private Wealth Management LLC can provide the guidance and support you need to achieve your financial goals. If you are in need of investment advice and portfolio management services, consider working with the team at Equus Private Wealth Management LLC. With their fee-only model, personalized approach, and experience in the industry, they are well-suited to provide the guidance and support you need to make informed investment decisions. Contact them today to schedule a consultation and take the first step towards achieving your financial goals.

EQUUS PRIVATE WEALTH MANAGEMENT LLC caters to a diverse mix of clientele. From high net worth individuals to families and businesses, the firm provides wealth management solutions for a range of financial goals and objectives. Serving a varied client base, the firm's advisors leverage their industry expertise to deliver tailored strategies that align with each client's unique wealth needs, risk appetite, and investment preferences. When it comes to fee structures, EQUUS PRIVATE WEALTH MANAGEMENT LLC offers a flexible pricing model that takes into account the type and complexity of the services provided. For those seeking comprehensive wealth management solutions, the firm charges a percentage of assets under management (AUM), while for specific services, including investment planning and advisory services, clients can pay on an hourly or fixed fee basis. The firm also offers fee-only structures, providing clients with peace of mind, knowing that their advisor is not compensated through commission-based products. By offering diversified and customizable fee structures, EQUUS PRIVATE WEALTH MANAGEMENT LLC provides clients with greater transparency, control, and cost-effectiveness.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for EQUUS PRIVATE WEALTH MANAGEMENT LLC is $5,000,000, as stated in their Part 2 Brochure. The note reads, "A minimum opening account balance of $5,000,000 is required for new clients. This amount is negotiable." Therefore, potential clients must be prepared to invest at least $5,000,000 with the firm to establish an account. However, there may be some flexibility in the minimum amount required, depending on the circumstances. It's important to note that the firm's Part 2 Brochure specifically mentions an investment minimum, indicating that it's a significant factor in their business practices.

How This Office Can Help Aspen, CO Residents

Guardian Investment Management offers a range of services to assist clients in Tiburon, CA. The firm's main focus is on providing personalized investment advice and creating customized portfolios to help clients meet their financial goals. With access to a vast array of investment opportunities, including stocks, bonds, and mutual funds, their team of experienced financial advisors can design a portfolio tailored to each client's unique needs. Tiburon, CA is an upscale community with a higher cost of living than many other areas in the San Francisco Bay Area. Many Tiburon residents are retirees or high-net-worth individuals looking to preserve and grow their wealth. Guardian Investment Management can help these clients by providing a range of financial planning services, including retirement planning, estate planning, and wealth management. Whether someone in Tiburon is looking to invest for their retirement or wants to better manage their wealth, Guardian Investment Management can help them make informed decisions and achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Equus Private Wealth Management LLC, visit their Part 2 Brochure.

Services Offered by Equus Private Wealth Management LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Equus Private Wealth Management LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 55 N 4th St, Carbondale, CO 81623, USA
Phone (970) 963-9254
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.


Disciplinary History

Equus Private Wealth Management LLC does not have any disclosures. Please visit it's Form ADV for more details.

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