Element Squared Private Wealth

**Element Squared LLC Summary:** **Background and Expertise:** Element Squared LLC, founded in 2020, specializes in offering discretionary asset management services to clients. The firm's investment strategies are tailored based on individual goals, time horizons, objectives, and risk tolerance. Clients have the option to authorize Element Squared for discretionary authority in executing investment program transactions. The firm's investment philosophy focuses on providing ongoing asset management services aligned with client objectives. **Consumer-Facing Terms:** - **Minimum Initial Investment:** Typically $50,000, but may be lowered or waived in certain instances. - **Fee Structure:** Tiered annual investment advisory fee based on total assets under management, ranging from 1.7% to 1.0%. - **Fiduciary Status:** Element Squared acts as a fiduciary, placing the best interests of clients first. - **Investment Discretion:** Clients can authorize discretionary authority for Element Squared to manage their securities accounts. **Advisory Business Description:** The firm employs fundamental, technical, and charting analysis methods to guide investment decisions. Investment strategies are tailored to client risk tolerance and time horizons, with various asset allocation models offered based on client preferences. **Investment Philosophy:** Element Squared offers asset management services across different risk profiles, from aggressive growth to stable dividend allocations, allowing clients to choose based on their risk tolerance and investment goals. **Disciplinary Information:** Drew Sweetman, the Managing Member, has a clean disciplinary record with no involvement in criminal, civil, or administrative enforcement proceedings. **Supervision:** Drew Sweetman, as the sole owner and Chief Compliance Officer, is responsible for all supervision and investment advice formulation at Element Squared. For more detailed information, refer to the full brochure available on the SEC's website.