Washington Square Capital Management offers portfolio management based on individual client goals and risk tolerance. They also provide financial planning services covering investments, insurance, taxes, retirement, college, and debt. They also advise pension plan sponsors. The firm manages investments on both a discretionary and non-discretionary basis.
Assets Under Management$90M
Clients46
Advisors2
Avg. per Client$2M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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