Yotam Mendlinger is a CFA-designated registered investment advisor at By the Square Investments, based in boston, MA, with 9 years of industry experience. Yotam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8 clients with $1.7M 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 | 1.00% |
Fees are negotiable. BTSI also offers 401k advisory services for 1% annually, charged monthly.
Fee Estimator
Location
boston, MA
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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.
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Yotam works part-time at Taggart Galt, a bookkeeping company in Cambridge, MA, since 2015. He spends a few hours per week focusing on tax issues with the IRS, payroll, and filings.
Employment History
Current Registrations
By the Square Investments
State Registrations1 state
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