IQ Trends Private Client Asset Management offers investment advisory services, including actively managed portfolios of individual stocks chosen from the Investment Quality Trends newsletter's Select Blue Chips. They provide both discretionary and non-discretionary investment management. The firm also offers consulting services, providing research, analysis, and recommendations on equity securities. The firm aims to help clients meet their financial goals while being sensitive to risk tolerance and time horizons.
Assets Under Management$59M
Clients85
Advisors1
Avg. per Client$690K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable above $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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