Matthew Carr is a registered investment advisor at Qci Partners LLC, based in Henderson, NV, with 13 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 42 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
QCI Partners Management's standard investment management fee ranges from 0.6% to 2% per year of the value of your portfolio. Fees are calculated on the portfolio's end-of-period balance and paid monthly.
QCI also offers performance-based fee options for qualified clients:
- 20% of new capital appreciation, with no monthly fee based on a percentage of your portfolio.
- A combination of a 2% annual asset-based fee (paid monthly) and 20% of new capital appreciation (paid annually).
These performance-based options are available to clients with at least $1,000,000 under management, a net worth exceeding $2,100,000 (excluding primary residence), or who meet other qualifications.
Location
Henderson, NV
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Qci Partners LLC
State Registrations3 states
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