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.