Cubed Systems offers investment advice to individuals, high net worth individuals, and retirement plans. Cubed Systems creates customized investment strategies based on each client's risk tolerance and investment goals. Cubed Systems also provides financial planning services, including investment planning, retirement planning, personal savings, education savings, and insurance needs.
Fee Structure
Cubed Systems charges a percentage of your portfolio annually for investment management. The exact fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with Cubed Systems. Fees are billed quarterly in advance and may be negotiable. Cubed Systems includes transaction costs as part of its overall investment advisory fee through the Cubed Systems Wrap Fee Program.