Union Square Investment Company provides investment management and advisory services to individuals, families, and private investment funds. The firm focuses on constructing portfolios using mutual funds, exchange-traded funds, private investment funds, and accounts managed by other professional investment advisors. Union Square Investment Company assists clients with asset allocation, portfolio structure, and cash management, while tailoring accounts to individual financial objectives and investment restrictions. In addition to investment management, Union Square Investment Company offers professional accounting, cash planning, and compliance services through separate agreements.
Fee Structure
Union Square Investment Company charges investment advisory fees that are negotiable based on the complexity of the relationship, investment structure, and other unique factors. Clients may be charged a flat fee or a percentage of the net market value of their portfolio, payable monthly, quarterly, or annually, subject to an annual minimum.
Because Union Square Investment Company primarily invests in mutual funds, exchange-traded funds, and private funds, clients also pay management and performance fees to the underlying fund managers, resulting in multiple layers of fees for the same assets.