By The Square Investments (BTSI) provides ongoing portfolio management based on your goals and risk tolerance. BTSI creates a plan to design a portfolio that matches your specific situation. BTSI also offers financial planning services, including personal investment planning, budgeting, and long-term financial goals. BTSI generally limits its investment advice to mutual funds, stocks, bonds, ETFs, REITs, CEFs, and option trading.
Assets Under Management$1.7M
Clients8
Advisors1
Avg. per Client$210K
Avg. per Advisor$1.7M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. BTSI also offers 401k advisory services for 1% annually, charged monthly.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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