Andrew Ceisler is a registered investment advisor at Blue Square Asset Management, LLC, based in Westport, CT, with 26 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Investment Management, and 2 more. Their firm serves 204 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blue Square Wealth charges an annual fee based on the value of your portfolio. The fee ranges from 0.25% to 1.50% per year, depending on whether you're an individual or an institution, the size of your portfolio, and the services you receive. The fee is calculated quarterly, in advance. Fees for sourcing, due diligence, and monitoring services for private funds are negotiable and within the same rate.
Location
Westport, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Blue Square Asset Management, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
UBS Financial Services INC.Broker
Neuberger Berman LLCBroker
Neuberger Berman LLC
Legg Mason Investor Services, LLCBroker
Citigroup Global Markets INC.Broker
Smith Barney INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.