F Squared Retirement Solutions, LLC is a related adviser based in Wellesley. It manages $81.6 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Massachusetts, New Jersey, Texas, and Virginia.
F Squared Retirement Solutions provides portfolio management for businesses and institutional clients and index provider. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as index provider.
The assets under management (AUM) of F Squared Retirement Solutions, LLC is $81.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 175% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay F Squared Retirement Solutions, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Charles Carey has been acting as President since 1 May 2011. Ann Marie Swanson joined the executive team most recently as the Chief Compliance Officer.
The principal office where F Squared Retirement Solutions, LLC performs its advisory services is located at 80 William Street, Wellesley, MA 02481, which is also the mailing address of the firm. An additional office of the firm is in Ewing, NJ. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-772-2777 or by fax 781-772-2780. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at f-squaredinvestments.com.