CUBED Systems is a registered investment advisor based in Las Vegas, Nevada, founded in 2015 and owned by Robert P. Baffa, Jr. CUBED Systems offers customized investment advisory and financial planning solutions for individuals, high-net-worth clients, and retirement plans. The firm builds diversified portfolios using mutual funds, exchange-traded funds, individual stocks, and bonds, operating as a fiduciary required to act in your best interest. CUBED Systems provides a comprehensive wrap fee program where investment management and trading transaction costs are bundled into a single fee. In addition to portfolio management, CUBED Systems assists clients with retirement planning, education savings, insurance needs, and retirement plan consulting services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee will not exceed 1.00% of assets under management. The standard fee for the comprehensive wrap program is 0.75% per year. Fees are negotiable.