Qca Capital Management INC

Fee-Only (% of Portfolio)

QCA Capital Management, Inc. is a registered investment advisor that provides investment advice and manages portfolios for individuals, high net worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. QCA develops personalized investment strategies based on individual investment objectives, risk tolerance, and liquidity needs. QCA's role is to act as a fiduciary to the Client which means the Advisor is legally required to act in your best interest.

Assets Under Management$230M
Clients117
Advisors3
Avg. per Client$2M
Avg. per Advisor$78M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K2.00%
$1.0M - $5.0M1.50%
$5.0M - $10.0M1.00%
$10M+1.00%

Fees are negotiable for accounts over $10,000,000. Schedule applies to "Growth" and "Growth & Income" strategies. "Income" strategy fees: Less than $999,999: 0.75%, Between $1,000,000 - $4,999,999: 0.50%, Between $5,000,000 - $9,999,999: 0.40%, Over $10,000,000: negotiable. "Focused Equity" strategy fees: Between $1,000,000 - $9,999,999: 2.0%, Between $10,000,000 - $24,999,999: 1.50%, Over $25,000,000: Negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Location

3 Advisors at this firm

Qca Capital Management INC | TrueAdvisor