BSQUARE INVESTALYTIX LLC offers ongoing portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They also offer a subscription service with recommendations on specific securities. The firm primarily recommends equities, options on equities/ETFs and ETFs.
Assets Under Management$11M
Clients19
Advisors1
Avg. per Client$580K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. Qualified clients will pay a maximum annual fee of 2% of assets under management along with a 20.00% performance fee based on capital appreciation. Clients who are portfolio management clients will receive subscription services at no additional charge.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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