Pi Square Capital offers ongoing investment management services tailored to individual client needs. They consider various securities like stocks, bonds, mutual funds, and exchange-traded funds. Pi Square Capital may also provide advice on non-securities matters like insurance, upon written request. Clients can impose restrictions on investments. The firm uses fundamental and technical analysis, along with modern portfolio theory and tactical asset allocation.
Assets Under Management$2.3M
Clients4
Advisors1
Avg. per Client$570K
Avg. per Advisor$2.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.99% |
| $5M+ | 1.50% |
Fees are negotiable and may vary based on the level of service required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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