Squires Law & Squires Investments provides investment management and consulting services. Squires Law & Squires Investments focuses on customized, independent investment management with a total portfolio approach for each client while considering risk, return, time horizon, liquidity, income taxes, estate taxes, and unique circumstances. Financial planning services can be provided to individuals and small businesses for a flat fee.
Assets Under Management$130M
Clients73
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$130M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 1.00% |
| $15.0M - $20.0M | 0.90% |
| $20.0M - $30.0M | 0.80% |
| $30M+ | 0.70% |
Fees are negotiable. Clients can negotiate a fee waiver provision where the fee is waived if the account has a negative return for the year. This adds an additional 0.4% to the standard fee if the account has a positive return.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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