P-Squared Capital Management

Fee-Only (% of Portfolio)

P-Squared Capital Management manages client financial assets in separately managed accounts, developing investment strategies based on individual client factors like age, income capacity, risk tolerance, and financial objectives. Assets are allocated to equities, alternative investments, and fixed income using securities of specific companies, Exchange Traded Funds (ETFs), and occasionally, no-load, low-fee mutual funds. P-Squared communicates with clients at least quarterly on investment performance and market conditions.

Assets Under Management$95M
Clients50
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$95M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Some clients have their accounts managed for an annual fee that is less than 1.0% due to special considerations.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm