QFC Advisory offers traditional investment management, asset allocation, and financial planning services. QFC Advisory tailors portfolios to individual goals, risk tolerances, and time horizons, operating on both discretionary and non-discretionary bases. Financial planning covers retirement planning, insurance analysis, education funding, fringe benefits, and estate planning. QFC Advisory also works with business owners and non-profits, helping structure financial reports and design benefit plans. Investment strategies can involve long-term and short-term holdings, options, and alternative investments. QFC Advisory requires a minimum portfolio size of $150,000 for standard accounts, or $25,000 for mutual fund-only portfolios, though these minimums can be waived at QFC Advisory's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.90% |
| $100K - $250K | 1.70% |
| $250K - $500K | 1.60% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.35% |
| $2.5M - $5.0M | 1.15% |
| $5.0M - $7.5M | 0.95% |
| $7.5M+ | 0.75% |
Fees are negotiable. Clients requesting mutual fund-only portfolios receive a discounted schedule ranging from 0.75% to 1.40%. Accounts maintaining specific client-directed securities outside the recommended portfolio may be subject to an additional 0.20% fee.