AllSquare Wealth Management provides comprehensive financial planning, consulting, and investment management services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. Founded in 2010 and based in Albany, New York, the firm builds customized investment portfolios using a mix of mutual funds, exchange-traded funds, individual stocks, and bonds, operating under a legally required duty to act in your best interest. Their financial planning services cover retirement income projections, investment policy statements, risk management, estate distribution planning, charitable giving, college education funding, Medicaid nursing home applications, and income tax analysis, along with optional tax preparation. Clients can choose to have AllSquare Wealth Management manage their accounts directly on a discretionary or non-discretionary basis, or they can utilize related professionals for brokerage and insurance services under commission arrangements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.20% |
| $600K - $1.2M | 0.60% |
| $1.2M+ | 0.30% |
Fees are negotiable at the firm's discretion based on criteria such as household assets, expected service time, and account composition.