Square Advisors offers investment management services to high net worth individuals and institutions, both with and without the firm making the final investment decisions. They build diversified portfolios using various asset classes, including alternative investments and real estate. Square Advisors also acts as a subadvisor to an affiliated firm, providing investment management and research.
Fee Structure
Square Advisors charges a percentage of your portfolio's value for investment management. For accounts where Square Advisors makes the investment decisions, the fee ranges from 0.30% to 1.50% per year. For accounts where you make the final investment decisions, the fee ranges from 0.15% to 1.00% per year. The specific fee is based on the complexity and size of your portfolio. Fees are negotiable.