Advisor at AllSquare Wealth Management, 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
AllSquare Wealth Management, LLC
Location
Cooperstown, NY
Credentials
Series 63, Series 65
Industry experience
39 years
Fixed fees for financial planning and consulting services generally range from $500 to $2,000; tax preparation fees range from $50 to $4,000 flat rate
$0 - $600,000: 1.20% $600,001 - $1,200,000: 0.60% $1,200,001+: 0.30%
Certain supervised persons may offer securities brokerage and insurance products on a commission basis; may receive commissions and 12b-1 fees in their individual capacities
Hourly fees for financial planning and consulting services range from $100 to $300 per hour
Fee-only: Financial planning and consulting fees generally range from $500 to $2,000 fixed fee; hourly fees range from $100 to $300 per hour; tax preparation fees range from $50 to $4,000 flat rate
Purshe Kaplan Sterling Investments
2014 - Present (12 years)
AllSquare Wealth Management, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
CFP®, Series 65
Cherry Valley, NY
West Financial Planning
CFP®, Series 63
Cooperstown, NY
Principal Financial Services
Series 66
Cooperstown, NY
Principal Financial Services
Series 66
Cobleskill, NY
LPL Financial
Series 63, Series 65
Cooperstown, NY
Cambridge Investment Research Advisors
Series 63, Series 65
Oneonta, NY
LPL Financial
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