Square Peg Financial Advisory Services offers financial planning and investment management services. Financial planning includes comprehensive plans, limited engagements, and hourly planning. Investment management is typically based on a comprehensive financial plan, using third-party firms and model portfolios. Square Peg FAS acts as a fiduciary, prioritizing client interests and disclosing conflicts of interest.
Assets Under Management$1.6M
Clients5
Advisors1
Avg. per Client$320K
Avg. per Advisor$1.6M
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Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.50% |
| $1.5M - $2.0M | 0.25% |
| $2.0M - $3.0M | 0.13% |
| $3M+ | 0.00% |
Square Peg FAS reserves the right to negotiate a different schedule under unusual circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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