WealthEQ/Insights
Insights

Insights

Plain-language answers on advisory fees, outsourced CIO services, family office structure, and captive insurance investing — with the arithmetic shown.

Outsourced CIO What Does an Outsourced CIO Do for a Family Office — and What Does It Cost? An outsourced CIO runs a family's investment governance: policy, allocation, manager oversight, and reporting across every account. Here is what the role covers, how it is priced, and how to compare the all-in cost. Read → Fees Fixed Fee vs. AUM Fee: What a $3 Million Portfolio Pays Over 10 Years A $3 million portfolio can pay roughly $190,000 to $395,000 in advisory fees over ten years depending on how the fee is calculated. Here is the arithmetic, including when an AUM fee costs less. Read →

Want the Numbers for Your Situation?

Our articles show the math in general terms. A short conversation will show it for yours.

Schedule a Discovery Call See Our Fees

WealthEQ, LLC is a Registered Investment Advisor registered with the State of Colorado. Registration does not imply a certain level of skill or training. This content is for educational and informational purposes only and does not constitute investment, tax, or legal advice, nor an offer or solicitation to buy or sell any security. It is not individualized advice; consult your own advisors about your circumstances. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results. Actual WealthEQ fees are governed by your executed advisory agreement and disclosed in Form ADV Part 2A.