Squam Lake Financial Advisors provides financial planning and consulting services to individuals, businesses, and trusts. Squam Lake Financial Advisors does not manage investments, but can recommend independent investment managers. The firm also offers consulting services on non-investment matters like estate planning and tax planning. Clients are responsible for notifying Squam Lake Financial Advisors of any changes to their financial situation or investment objectives.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Squam Lake Financial Advisors offers financial planning and consulting services for a fee that is negotiable, but generally ranges from $5,000 to $50,000 on a fixed-fee basis and $100 to $300 per hour.
One-Time Plan:$5,000 - $50,000
Hourly Rate:$100 - $300/hr
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