Union Square Investment Company (USQ) provides investment advice to individuals, corporations, trusts, and other entities. USQ advises on investments in mutual funds, exchange-traded funds (ETFs), and private investment funds like hedge funds and venture funds. USQ also provides advice on asset allocation, portfolio structure, and cash management. USQ generally does not advise on individual securities, but can do so if permitted by the client agreement.
Fee Structure
USQ's investment advisory fees are negotiable and can be a flat fee or a percentage of the value of your portfolio. The fees are payable monthly, quarterly, or annually. There is an annual minimum fee, but the amount is not specified. If your account invests in mutual funds, ETFs, or other investment funds, you will also pay fees to the managers of those funds.