Squires Law & Squires Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$93,470,351
Clients
71
Advisors
1
of 1 employees
About
Squires Law & Squires Investments, LLC operates as a combined law practice (Series A) and registered investment adviser (Series B), offering investment management, financial planning, and legal/tax services to individuals, trusts, foundations, corporations, pension plans, qualified plans and other investment advisers. The firm manages both discretionary and non-discretionary accounts and provides limited-scope consulting engagements and flat-fee planning in addition to portfolio management.
The firm applies a total-portfolio, relative-value approach that emphasizes asset allocation, diversification, tax sensitivity, low-cost ETFs and periodic rebalancing, with implementation often staged via dollar-cost averaging and a general preference for holding positions beyond one year. It uses a mix of fundamental and quantitative analysis, including internally developed algorithm-based strategies focused on beta management and statistical concepts such as cointegration, and may employ custodian tools (including short positions) to manage portfolio beta.
Distinctive features include the formal Series LLC structure that separates the law and investment advisory activities and the firm’s combination of legal, tax and investment credentials within the same entity, which enables integrated estate, tax and investment advice. The firm also provides consulting to other advisors, serves institutional and pension clients, may serve as trustee with viewing authority over client holding structures, and offers performance-based fee arrangements for qualified clients—elements that are uncommon among independent advisers.
Client services
Expertise
Occupation focus
Fee options
Financial planning services typically provided for a flat fee amount agreed upon in writing.
$0 - $15,000,000: 1.00% $15,000,000 - $20,000,000: 0.90% $20,000,000 - $30,000,000: 0.80% $30,000,000+: 0.70%
Hourly rates range from $350 to $700 per hour depending on professional and engagement type.
Performance-based fees range from 5% to 20% of annual total return; only charged to qualified clients; negotiable; no current clients under this fee.
Fee-only: Fixed annual fees range between 0.1% and 1.40% of assets under management; negotiable. Flat fees for financial planning services. Consulting agreements may be flat fee or hourly.
Main office
Reno NV
Advisors at this office
1
Most active in
Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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