Squires Law & Squires Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$93,470,351
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
71
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
71
Very HighAverage account size
$1,316,484
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
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
General estate planning guidance
General tax planning
Occupation focus
Founder/Business Owner
Executive
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 location
Squires Law & Squires Investments, LLC
Reno NV, United States
Number of offices
2
Most active in
Squires Law & Squires Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")