Capital Squared Financial (CSF) offers investment advice and financial planning to individuals, high net-worth individuals, and businesses. CSF creates investment plans based on clients' goals and risk tolerance, and manages portfolios. CSF also provides financial planning services, covering areas like retirement, taxes, insurance, and estate planning. CSF is a fee-only firm, meaning it only gets paid by its clients.
Assets Under Management$200M
Clients87
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$99M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | Included |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
For prospective clients with under $2M in assets, Capital Squared Financial evaluates each situation individually. Contact them for details. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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