Blue Square Wealth provides financial planning, consulting, and investment management services. They manage investment portfolios using various strategies, including their Dynamic Cash Allocation process. Blue Square works with individuals and institutional clients, tailoring their services to meet specific needs and objectives. They also offer sub-advisory services to other investment advisors and sourcing, due diligence, and monitoring services for private funds.
Fee Structure
Blue Square Wealth charges an annual fee based on the value of your portfolio. The fee ranges from 0.25% to 1.50% per year, depending on whether you're an individual or an institution, the size of your portfolio, and the services you receive. The fee is calculated quarterly, in advance. Fees for sourcing, due diligence, and monitoring services for private funds are negotiable and within the same rate.