McQueen Financial Advisors II, Inc. provides investment portfolio management services to banks, credit unions, and individuals. They work with trust departments and credit unions to create personalized fixed income investment portfolios. For individual clients, they determine investment objectives and risk tolerance to create customized portfolios. They also offer consulting services to financial institutions.
Assets Under Management$10B
Clients118
Advisors2
Avg. per Client$86M
Avg. per Advisor$5B
Fee Structure
Investment management only (planning not offered)
McQueen Financial Advisors II, Inc. offers investment management services with fees paid quarterly, deducted directly from your account.
For individual accounts, the annual fee ranges from 0.25% to 1.00% of the total value of your account.
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