Wealth Square Inc
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Overview
Wealth Square Inc is a financial advisor company based in Miami, Florida. The firm oversees $500.00 in total assets over one customer account. The firm has a small team, including 1 financial advisor. Wealth Square Inc is not a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable financial assets such as bonds, equities and options.
Wealth Square Inc manages all of the company's client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor makes transaction judgments without requiring the client's permission. The firm manages an average of $500 in assets for each customer account. The typical financial advisor at Wealth Square Inc manages about one client account, placing it among the most individualized advisor firms in the country.
The company's central office is located at 66 West Flagler Street, Suite 900 #7028, Miami, Florida 33130. Wealth Square Inc is allowed to provide services to customers in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wealth Square Inc by the Numbers
$500.0
4
1
$500.0
Fee Structure
Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types billed by Wealth Square Inc can consist of the following fee structures: commission-based or other. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 1% of firms
Commissions
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Offered by 0% of firms
Subscription
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 32% of firms that offer this fee type
Fixed
Disclosures
Wealth Square Inc does not have any disclosures.
Please visit its Form ADV for more details.
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