Our Services
At EquityOS, we are committed to empowering our clients with the knowledge and tools necessary to make informed investment decisions. Our wide range of services is designed to cater to individuals, corporations, and institutional investors, ensuring that every client’s unique needs are met. Below is an overview of our primary offerings, all of which are aimed at providing a comprehensive investment experience.
Investment Advisory Services
Our investment advisory services are tailored to help you navigate the complex world of investing. Our experienced advisors provide personalized recommendations based on your financial goals, risk tolerance, and market conditions.
- Personal Investment Review: $150 per hour
- Portfolio Optimization: $500 flat fee
- Retirement Planning Consultation: $200 per hour
- Risk Assessment and Analysis: $350 flat fee
Wealth Management
Our wealth management services are designed for high-net-worth individuals and families looking to preserve and grow their wealth. We offer customized solutions tailored to your unique financial situation.
- Comprehensive Wealth Management Plan: Starting at $2,000
- Tax Planning Services: $1,000 per year
- Estate Planning Services: $1,500 flat fee
- Philanthropic Advisory: $800 per project
Investment Research & Analysis
Stay ahead of the market with our in-depth investment research and analysis services. We provide detailed reports and insights to help you make informed decisions.
- Market Analysis Report: $400 per report
- Sector-specific Research Reports: $500 each
- Custom Research Requests: Starting at $750
Investment Education & Training
At EquityOS, we believe that education is key to successful investing. Our training programs are designed to equip both novice and experienced investors with vital knowledge and skills.
- Beginner Investor Workshops: $100 per attendee
- Advanced Investment Strategies Seminars: $300 per attendee
- Online Learning Modules: $150 per module
- Customized Corporate Training: Starting at $2,000
Investment Funds
Invest with confidence in our range of carefully curated investment funds that suit a variety of risk profiles and investment objectives.
- Equity Fund: Minimum investment of $10,000, management fee of 1.5%
- Fixed-Income Fund: Minimum investment of $5,000, management fee of 1%
- Balanced Fund: Minimum investment of $10,000, management fee of 1.25%
Private Equity Opportunities
Our team identifies and evaluates private equity investment opportunities that cater to sophisticated investors looking for higher returns. We provide comprehensive due diligence and ongoing management throughout your investment journey.
- Private Equity Consultation: $1,000 flat fee
- Due Diligence Services: Starting at $5,000
Financial Planning Services
We offer a full suite of financial planning services, ensuring that you have a comprehensive roadmap for reaching your long-term financial goals.
- Comprehensive Financial Plan: $1,200 flat fee
- Budgeting and Cash Flow Analysis: $400 per session
- Investment Policy Statement Preparation: $750 flat fee
Retirement Planning
Planning for retirement is essential in securing your financial future. Our experts assist you with strategies that align with your retirement goals, regardless of your stage of life.
- Retirement Needs Analysis: $300 flat fee
- Retirement Account Setup Assistance: $200 per account
- Ongoing Retirement Planning Consultation: $150 per hour
Client Support Services
Your satisfaction is our top priority. We offer a host of client support services to ensure you receive timely assistance whenever you need it.
- Dedicated Relationship Manager: $500 per year
- Customer Support Hotline: $100 per year
- Annual Portfolio Review: $300 per review
Contact Us
Ready to take the next step in your investment journey? Whether you’re a first-time investor or a seasoned professional, EquityOS is here to assist you every step of the way.
Explore our services and discover how we can work together to achieve your financial goals. For more information or a personalized consultation, please reach out to us and take the first step towards securing your financial future.