R Squared IV provides investment advice to individuals, high-net-worth families, trusts, and small institutions. R Squared IV offers both discretionary and non-discretionary portfolio management services. Investment strategies are tailored to each client’s financial situation, risk tolerance, and long-term goals. R Squared IV may provide advice on securities such as equities, ETFs, mutual funds, fixed income, and alternative investments.
Fee Structure
R Squared IV charges an ongoing advisory fee based on the value of your portfolio. The fee ranges from 0.25% to 1.50% annually, billed quarterly. The specific fee depends on the costs to access client assets. R Squared IV also charges a performance-based incentive fee based on net profits over a high-water mark, ranging from 20% to 30% of net profits, charged quarterly.