Objectivity Squared Wealth Management

Objectivity Squared Wealth Management (OSWM) is a registered investment advisor offering customized wealth management services. The firm operates a Wrap Fee Program, bundling securities transaction fees, custodial costs, and other expenses into a single wealth management fee. OSWM charges a minimum fee of 0.80% for Wealth Management Services. Wealth management fees are based on a tiered schedule depending on the total household value, ranging from 1.00% for less than $10,000,000 to 0.80% for over $15,000,000. Fees are paid quarterly in advance based on the market value of assets under management. OSWM does not charge performance-based fees and does not manage proprietary investment funds. The firm serves individuals, high net worth individuals, charitable organizations, corporations, and retirement plans with no minimum account size requirement. OSWM acts as the sponsor and sole portfolio manager for the Wrap Fee Program, with a focus on risk management and client communication. Clients have direct access to portfolio managers, and the firm does not accept proxy-voting responsibility. OSWM has implemented a Code of Ethics and conducts regular reviews of client accounts. The firm does not compensate for client referrals and has no adverse financial situations affecting its ability to meet obligations. Clients are advised on the risks associated with various investment strategies, including alternative investments, bonds, equities, ETFs, fixed income securities, and structured products.