Qurium Capital LLC

Fee-Only (% of Portfolio)

Qurium Capital, LLC offers ongoing portfolio management services to the investment partnership, Qurium Partners, LP. Qurium uses a quantitative model to analyze stocks and make trading recommendations. The firm does not tailor its services to individual client financial plans, and clients cannot impose restrictions on investments.

Assets Under Management$3.4M
Clients1
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$3.4M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Also charges a performance fee of 20% of net profits, subject to a high watermark. The performance fee is applicable to qualified clients only.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm