PR Squared Wealth Management provides personalized investment management, financial planning, and consulting services to individuals, high-net-worth clients, families, and business owners. Founded in 2020 and based in Atlanta, Georgia, the registered investment advisor builds tailored portfolios and financial strategies using fundamental, technical, and cyclical analysis. PR Squared Wealth Management offers both discretionary and non-discretionary management, along with specialized programs such as third-party platform management for accounts held away and co-advisor strategies. The firm's professionals hold professional designations like the Certified Financial Planner credential and Chartered Financial Consultant certification, focusing on areas such as retirement planning, tax strategies, estate planning, education funding, and business planning. Clients also have access to ongoing financial consulting and project-based financial plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $2.0M | 1.50% |
| $2.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based on historical relationships, asset types, and portfolio size. Other program schedules apply for SEI and co-advisor accounts.