About OPEN SQUARE CAPITAL, LLC
OPEN SQUARE CAPITAL, LLC is a reputable financial advisory firm that provides expert financial services to a wide range of clients. With a team of experienced financial advisors and a strong dedication to helping clients achieve their financial goals, OPEN SQUARE CAPITAL, LLC has established itself as a reliable and trustworthy partner in managing and growing clients’ wealth.
How does the advisor help clients – Key Takeaways:
Facts and Insights
OPEN SQUARE CAPITAL, LLC offers a range of financial services to help clients reach their financial goals. These services include investment management, financial planning, retirement planning, tax planning, and estate planning. The firm’s financial advisors provide personalized and holistic strategies to help clients achieve long-term financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
OPEN SQUARE CAPITAL, LLC offers a comprehensive range of financial services to its clients. These services include:
- Investment management
- Financial planning
- Retirement planning
- Tax planning
- Estate planning
Client Types
OPEN SQUARE CAPITAL, LLC caters to a diverse range of clients, including individuals, families, small businesses, and institutions. The firm prides itself on providing customized financial solutions to meet the unique needs and goals of each client.
Fees & Compensation
OPEN SQUARE CAPITAL, LLC is a fee-based advisory firm, meaning that it charges fees based on a percentage of the assets under management. The exact fee structure may vary depending on the type and complexity of services provided. However, the firm is committed to being transparent and upfront about all fees and compensation charged to clients.
Background
Founded in 2006, OPEN SQUARE CAPITAL, LLC has been in business for 15 years. The firm is headquartered in New York and has a team of 10 experienced financial advisors who are dedicated to providing excellent service to clients. OPEN SQUARE CAPITAL, LLC is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA).
Financial Advisor Disclosures to Know
As a registered investment advisory firm, OPEN SQUARE CAPITAL, LLC follows strict compliance and disclosure regulations set by the SEC. The firm’s Form ADV, which is available to the public, provides detailed information on the firm’s services, fees, disciplinary history, and other important disclosures.