QFC Advisory offers financial planning to help clients identify their needs and goals, and investment management services to manage client portfolios based on their individual goals and risk tolerance. QFC may recommend other registered investment advisors to clients and be compensated for it. Doug Horn, owner of QFC, may recommend investing in non-advisory securities or other financial products for which he receives a commission.
Assets Under Management$100M
Clients203
Advisors2
Avg. per Client$510K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,750
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 who instruct QFC to purchase or maintain specific securities within an account may be subject to an additional 0.20% fee in the above fee schedule for each fee bracket at the discretion of QFC. For clients who select mutual funds only will receive a reduced advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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