Miguel Biamon is a registered investment advisor at Newsquare Capital, LLC, based in Newtown Square, PA, with 15 years of industry experience. Miguel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,196 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fees vary by investment strategy ranging from 0.15% to 0.65% for NewSquare strategies, plus additional fees for specialized sub-advised programs. Total program fees are capped at 1.75%.
Fee Estimator
Location
16 Campus Boulevard, Suite 100, Newtown Square, PA, 19073-3229
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Newsquare Capital, LLC
Previous Registrations
Blue Bell Private Wealth Management, LLC
Uvest Financial Services Group, INC.
State Registrations1 state
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.
Exams
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