Assets Under Management
$1.9B
Number of Clients
2,163
Number of Advisors
3
Average Client AUM
$893K
AUM per Advisor
$643.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
NewSquare Capital LLC offers advisory services through a wrap fee program, focusing on diversified portfolios of ETFs, individual equities, and fixed income securities. They work with MML Investor Services as co-advisors. NewSquare manages assets based on client goals, risk tolerance, and other factors, using strategic asset allocation portfolios with global diversification. Assets are held at Schwab or Fidelity.
16 Campus Boulevard, Suite 100, Newtown Square, PA, 19073-3229