Quad City Investment Center provides investment advice and portfolio management services tailored to clients' needs. They offer discretionary portfolio management, pension consulting, and access to LPL Financial's advisory programs like Model Wealth Portfolios and Guided Wealth Portfolios. Quad City Investment Center works with individuals, high net worth individuals, pension plans, and other entities.
Assets Under Management$310M
Clients615
Advisors6
Avg. per Client$500K
Avg. per Advisor$51M
Fee Structure
Investment management only (planning not offered)
Quad City Investment Center's annual fee for portfolio management ranges from 0.60% to 1.35% of the value of your investments. The fee depends on the amount you invest, the complexity of the services, and the level of administration you request. The fee is billed quarterly in advance. The advisory fee is negotiable.
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