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
< 1 year
Mackenzie Liman is a financial advisor at Nubian Square Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Nubian Square, Liman worked with Chinook Fund and Transformative Alliances and has extensive involvement in nonprofit consulting focused on fundraising, community-building, and collective decision-making. Outside of finance, Liman has a background in bicycle-related businesses spanning over a decade. 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 uses a combination of fundamental, quantitative, and modern portfolio theory techniques alongside model management platforms and provides impact investment research and consulting services.
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
Colorado · Massachusetts
Nubian Square Investment Advisors, LLC
2025 - Present (1 year)
Chinook Fund
2021 - Present (5 years)
Transformative Alliances
2018 - 2023 (5 years)
Park Hill Bike Depot
2017 - Present (9 years)
Denver Bike Sharing
2016 - 2017 (1 year)
Chocolate Spokes Bicycle Studio
2014 - 2024 (10 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
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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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