
BLOGS Opportunity Zones 2.0 What Every Investor Needs to Know Before the Rules Change July 13, 2025 I often meet...
provided by Trillium Square Advisors LLC
Kubera Capital Members have access to financial planning and wealth management designed for physicians to achieve their financial goals.
About Trillium Square Advisors LLC:
Fee schedule:
| Service | List price | Kubera Capital Member discount |
|---|---|---|
| Financial Consultation | $ 295 per hour | 20% |
| Financial Planning (1 year subscription) |
$ 330 per month | 20% |
| Investment Management | 0.59% to 1.19% of assets under management |
20% |
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