GQO Investment Advisors offers personalized confidential investment management and financial consulting services to individuals, trusts, estates, charitable organizations, and small businesses. Founded in 2000 and owned by George Q. Offutt, GQO Investment Advisors helps clients define realistic financial objectives and manages portfolios using stocks, bonds, mutual funds, exchange-traded funds, and exchange-traded master limited partnerships. The firm develops customized, globally diversified portfolios based on individual client consultations and goals. GQO Investment Advisors places trades under a limited power of attorney while clients maintain asset control through an independent custodian. In addition to investment management, the firm's leadership offers related services including tax compliance, reporting, estate planning, and insurance through separate business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.75% |
| $1M+ | 2.50% |
All fees are negotiable. Accounts are subject to a minimum annual fee of $375.