QP Consulting offers personalized investment advice to individuals and corporations. For corporations, QP Consulting provides retirement plan consulting services, acting as an advisor or manager. For individuals, QP Consulting offers both discretionary and non-discretionary portfolio management services, tailoring investment strategies to meet individual needs and objectives. QP Consulting primarily advises on mutual funds, exchange traded funds, collective investment trusts and sub accounts of group annuities used in pension plans.
Assets Under Management$560M
Clients74
Advisors2
Avg. per Client$7.6M
Avg. per Advisor$280M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.25% |
Fees may be negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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