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
Series 65
Industry experience
4 years
Jock Payten is a financial advisor at Nubian Square Investment Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked at Eaton Vance and Ipreo. Outside of his advisory role, he partners with Artus Capital, LLC as an independent sponsor making private growth equity investments. 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 variety of investment techniques and provides impact investment research and consulting alongside educational resources.
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 · Texas
Nubian Square Investment Advisors LLC
2021 - Present (5 years)
Unemployed
2021 - 2021 (1 year)
Eaton Vance
2018 - 2021 (3 years)
Univ. of Pennsylvania
2016 - 2018 (2 years)
Caro-Kann Capital LLC
2016 - 2016 (1 year)
Ipreo
2012 - 2016 (4 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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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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