KSQ Financial Services offers investment management on a discretionary or non-discretionary basis, tailoring strategies to client goals and risk tolerance. They also provide financial planning services, including full financial plans and consultation services on individual topics like retirement, taxes, and estate planning. KSQ's investment strategies are based on client objectives, and clients can impose restrictions on investments.
Assets Under Management$14M
Clients20
Advisors1
Avg. per Client$700K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...