AllSquare Wealth provides financial planning and investment management services. Financial planning includes retirement income projection, investment policy development, risk management, estate planning, charitable giving, college funding, and tax analysis. Investment management involves allocating assets among mutual funds, ETFs, individual stocks and bonds, and independent managers. AllSquare Wealth tailors its services to each client's needs and objectives.
Assets Under Management$310M
Clients436
Advisors4
Avg. per Client$710K
Avg. per Advisor$77M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.20% |
| $600K - $1.2M | 0.60% |
| $1.2M+ | 0.30% |
AllSquare Wealth may negotiate an alternative management fee schedule based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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