12 Squared Associates, operating as 12 Squared, provides investment advice and portfolio management, along with financial planning services. They work with clients to understand their financial situation, risk tolerance, and goals, then create a personalized investment policy. They primarily use mutual funds to build diversified portfolios and monitor performance, making adjustments as needed. Clients can also receive advice on an hourly basis for specific needs.
Assets Under Management$24M
Clients16
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees can vary depending on services requested and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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