Capital Squared Financial provides wealth management services, combining personalized investment management and financial planning. Capital Squared Financial builds customized investment portfolios using stocks, bonds, mutual funds, and exchange-traded funds based on each client's specific goals, time horizon, and risk tolerance. In addition to managing investments, Capital Squared Financial offers financial planning covering retirement, cash flow and debt management, college savings, tax strategies, employee benefits, estate planning, and risk management. Capital Squared Financial operates as a registered investment advisor and is legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Accounts under $2M are evaluated individually. Fees are flat percentages rather than blended brackets and are negotiable.
