Jason Andrade is a CFP-designated registered investment advisor at Nubian Square Investment Advisors, LLC, based in Brookline, MA. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 26 clients with $6.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The advisory fee is a blended fee and is calculated by assessing the percentage rates using the predefined levels of assets as shown in the above chart, resulting in a combined weighted fee.
Fee Estimator
Location
1309 Beacon St., Suite 300, Brookline, MA, 02446
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Jason is an independent insurance agent through Nubian Square Life and Health LLC and may purchase insurance products for clients, creating a potential conflict of interest. He is also the Founder and Director of ClearPatch Wealth Advisors Inc. (dedicating minimal time) and the Director of Research and Membership Engagement for Partnership for Financial Equity (dedicating nearly full-time).
Employment History
Current Registrations
Nubian Square Investment Advisors, LLC
State Registrations2 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.