Frequently Asked Questions
What services does Squareknot Advisory Partners offer?
Squareknot provides comprehensive Financial planning, investment management, College Planning, Retirement planning, Risk management, Estate planning, and more to help you pursue your life’s financial goals and objectives.
Who are your typical clients?
Our typical clients are individuals and families with at least $250,000 in investable assets. However, we also offer services for those with less than $250,000 so there are capabilities for all to benefit from engaging a professional advisory service.
What if I do not have $250,000 in assets?
If you have less than $250,000 in assets, we can provide ongoing planning & asset management services with the use of AdvicePay. It allows us to provide custom tailored financial guidance in a direct fee/direct billed environment. Contact usto learn more.
What is your fee structure?
Given we are an independent financial advisory company but focusing on a full-service relationship, we primarily operate on an asset-based fee to manage client assets and provide ongoing comprehensive financial planning. These fees range based upon size of the client, scope of work, and the ongoing due diligence to strive for client success.
What is your process for creating a financial plan?
We use a step-by-step, collaborative development approach to create a “living” document that is continuously updated to evolve with your life changes, ensuring your goals and objectives are consistently managed.
How does Squareknot ensure my financial plan stays relevant over time?
We regularly review and update your financial plan, asset management, risk assessment, and goals trajectory to adapt to real-world changes and ensure it remains aligned with your stated objective.
What can I expect during my first meeting with a Squareknot advisor?
In your initial meeting, we will discuss your financial goals, starting points towards those goals, and any concerns you have. As most people make decisions in life based upon the emotion of money, we also want to know how these goals and objectives stack up to your overall feeling of financial security and happiness.
Can Squareknot help with retirement planning?
Absolutely. We specialize in creating customized retirement plans and strategies to that aim to maximize your income with a tax conscience mindset that strive to ensure you can enjoy a secure and fulfilling retirement.
Can Squareknot help with investment planning?
Asset management is a core competency for our firm. Utilizing industry leading platforms, flexible fee schedules, and independent selection of your investment vehicles, you be be assured that your investment objectives are well aligned with the accounts we manage.
How do I get started with Squareknot?
Start by contacting us to schedule a free consultation. We will take the time to unpack your current financial position , begin to craft where you want to head with your financial future, and if we are a good fit to work together.
Let's Talk About Your Financial Future – Schedule A Chat With Our Advisors.
Waddell & Reed and Ivy Funds are affiliated firms. They are not affiliated with Pershing or any other entities referenced.
(03/20)