Squire Investment Management (SimCo) manages investment portfolios for individuals, retirement plans, trusts, charities, corporations, and small businesses. SimCo works with clients to determine their investment objectives and risk profile, designing a written investment policy. SimCo may consult on financial areas including income and estate tax planning, business sale structures, college financial planning, retirement planning, insurance analysis, and personal cash flow analysis. SimCo is owned by Squire & Company, PC, an accounting firm.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable under certain circumstances such as on family relations or individual circumstances including account size, potential future account growth, business relationships and the level and scope of the services requested. Individual accounts for immediate family members are aggregated, and the fee is charged based on the total value of all family members’ accounts.