i-squared Wealth Management offers investment advice to individuals and other clients. The firm manages investments and provides consulting services to help clients meet their financial goals, considering their risk tolerance and time horizon. As a fiduciary, i-squared Wealth Management is legally required to act in the client's best interest. The firm's services include creating portfolios of stocks, bonds, exchange traded funds, and other investments tailored to the client's specific needs.
Assets Under Management$63M
Clients76
Advisors1
Avg. per Client$830K
Avg. per Advisor$63M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10.0M - $20.0M | 1.25% |
| $20.0M - $25.0M | 1.00% |
| $25M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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