Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NewSquare Capital's fees are part of a wrap fee, negotiated with clients as a percentage of assets under management. The total wrap fee, determined by the MMLIS IAR, includes NewSquare's management fee and the IAR's service/advisory fee, not to exceed 1.75%. NewSquare's portion varies by strategy. The wrap fee covers management, brokerage, and custodial fees, but not markups/markdowns, transfer fees, or other charges. Fees may be discounted for households with over $4 million in assets. Minimum account sizes vary by model, ranging from $25,000 to $500,000.
Areas of Practice
Advisor Information
Office location
16 Campus Boulevard, Suite 100, Newtown Square, PA, 19073-3229
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Timothy is a Registered Investment Advisor and Director of Retirement Plan Services for NewSquare Capital, LLC, dedicating nearly full-time hours during the week and a few hours per week on weekends and evenings. He also cross-markets to strategic relationships sourced via Efficient Advisors.