Vivek Verma is a registered investment advisor at Aqs Management, LLC, based in New York, NY, with 4 years of industry experience. Vivek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 95 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AQS Management charges an annual wrap fee for investment supervisory services. The fee is negotiable, with a maximum of 2.50% per year, and is paid monthly. The fee covers management, transaction costs, and fund expenses, but may not include custodial fees or other fund-related charges. Fees are based on the month-end value of your investments. AQS offers different strategies with varying fees:
- Tactical Fixed Income, Fixed Income, Alternative Investments: 1.00%
- Multi Asset, Balanced Income: 1.50%
- Strategic Equity: 2.00% on the first $1M, 1.75% on the next $1M to $5M, 1.50% on the next $5M to $10M, and negotiable for $10M or more.
- Diversified Income, Aggressive Equity, Alpha Opportunity, Growth Discovery, Adaptive Equity, NexGen Equity: 2.50% on the first $1M, 1.75% on the next $1M to $5M, 2.00% on the next $5M to $10M, and negotiable for $10M or more.
Location
444 Madison Avenue, 32nd floor, New York, NY, 10022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Vivek is the sole owner of American Alpha Partners LLC, a holding company used to facilitate operations and expenses associated with model development and research, since 2014. He spends a few hours per week on this activity, and the company does not provide investment advice or receive compensation.
Employment History
Current Registrations
Aqs Management, LLC
Previous Registrations
Domani Advisors
State Registrations1 state
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