Janis Zvingelis is a CFA-designated registered investment advisor at Qrg Capital Management, INC., based in Chicago, IL, with 5 years of industry experience. Janis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16,768 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
QRG Capital Management's investment management fees are negotiable and based on an annual percentage of the value of your portfolio. The fees vary depending on factors like account size, investment strategy, and customization. The standard fee schedules for QRG’s Quantitative Portfolio strategies are as follows, but lower fees may be separately negotiated:
- Quantitative Portfolios: 0.095% - 0.30%
- Fixed Income Quantitative Portfolios: 0.095%
These fees do not include advisor fees, which generally range from approximately 0.80% to 1.10%.
Location
222 N. Lasalle St., Suite 625, Chicago, IL, 60601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Qrg Capital Management, INC.
State Registrations2 states
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