Squires Law & Squires Investments, LLC offers customized investment management and consulting services alongside legal and tax advice. Operating as a series limited liability company, the firm separates its legal and tax practice from its investment advisory services. Squires Law & Squires Investments focuses on building diversified, tax-efficient portfolios using low-cost exchange-traded funds, equities, and fixed income securities. The firm tailors its investment strategies to each client's specific goals, risk tolerance, time horizon, and tax situation. In addition to portfolio management, Squires Law & Squires Investments provides financial planning and specialized consulting projects. The firm prides itself on its independence and uses Charles Schwab & Co. as an independent custodian to hold client accounts.
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 can range between 0.1% to 1.40% depending on client circumstances and are negotiable by contract.