Kirsten Syverson
Kirsten Syverson is a CFA-designated registered investment advisor at Integrated Quantitative Investments LLC, based in Roslindale, MA, with 4 years of industry experience. Kirsten 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 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IQI's investment management fees are negotiable and specified in a written agreement with each client. The fees vary depending on the product and the value of the assets being managed. All management fees may have a negotiable fixed component and/or a variable performance-based component. The firm offers two representative products:
-
Global Equities:
- Less than $50,000,000: 0.70%
- $50,000,001 - $250,000,000: 0.65%
- Greater than $250,000,001: 0.60%
-
US Microcap:
- Less than $25,000,000: 1.10%
- $25,000,001 - $50,000,000: 0.90%
- Greater than $50,000,001: 0.85%
Fees are charged in arrears. For performance compensation, the written billing information will also include the client’s cumulative net investment gain (or loss) and the amount of cumulative net investment gain over which the Manager will receive performance compensation.
Location
Roslindale, MA
Get directionsHistory
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
Current Registrations
Integrated Quantitative Investments LLC
State Registrations1 state
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.