i-squared Wealth Management is a registered investment advisor founded in 2016 and based in Totowa, New Jersey. The firm is owned and operated by Ketu Desai. i-squared Wealth Management offers personalized asset management services, creating tailored portfolios consisting of individual stocks, bonds, exchange-traded funds, options, mutual funds, hedge funds, and other public and private securities. Portfolios are continuously monitored and rebalanced to match each client's specific financial goals, risk tolerance, and time horizon. In addition to individual asset management, i-squared Wealth Management provides institutional investment consulting and retirement plan consulting for employer plan sponsors. As a registered investment advisor, the firm is legally required to act in your best interest at all times.
Fee Structure
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 based upon the degree of service offered.