James Diorio is a registered investment advisor at Blue Square Asset Management, LLC, based in New York, NY. James 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
17 State Street, 40th Floor, New York, NY, 10004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Blue Square Asset Management, LLC
State Registrations2 states
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