Jeffrey Wray is a CFA-designated registered investment advisor at Aqi, based in Lone Tree, CO, with 4 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AQI provides investment management services to other registered investment advisors, not directly to individual investors. The fees for these services are based on a percentage of the client's assets, as referenced in the Client Agreement. The maximum annual fees for investment management services are 1.0% and 0.50% respectively.
Location
10465 Park Meadows Drive, Suite 107, Lone Tree, CO, 80124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Previous Registrations
Gallacher Capital Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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