Advisor at Nubian Square Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Nubian Square Investment Advisors, LLC
Location
Brookline, MA 02446
Credentials
CFP®
Industry experience
< 1 year
Jason Andrade is a CFP® professional with one year of experience at Nubian Square Investment Advisors. Prior to joining Nubian Square, he worked at Compass Working Capital for seven years and EDIC for three years. Outside of his advisory role, he is the Founder and Director of ClearPatch Wealth Advisors Inc., which provides financial education and small business services, and serves as Director of Research and Membership Engagement for the Partnership for Financial Equity, focusing on addressing racial wealth gaps in Massachusetts. Nubian Square Investment Advisors serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management, financial planning, and access to third-party model portfolios. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory techniques and provides impact investment research and consulting, including due diligence for private placements.
Based on Nubian Square Investment Advisors, LLC
Based on Nubian Square Investment Advisors, LLC
$0 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually $10,000,001+: 0.50% annually
$300 per hour for consulting services
Financial Planning ongoing retainer fees billed monthly or quarterly in advance: ranges from $500 to $1,000 annually, depending on service level
Fee-only: Financial Planning Retainer Fees: Fundamental - $750 onboarding + $500 annual retainer; Core - $1,500 onboarding + $750 annual retainer; Premier - $3,500 onboarding + $1,000 annual retainer; Impact Investment Research & Consulting: $5,000 to $250,000 per year (investment clients) or $15,000 to $250,000 per year (non-investment clients); Hourly fees $300 per hour
1309 Beacon St., Suite 300
Brookline, MA 02446
Massachusetts · New York
Nubian Square Investment Advisors
2025 - Present (1 year)
Compass Working Capital
2018 - 2025 (7 years)
EDIC
2015 - 2018 (3 years)
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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