Capital Markets IQ, LLC is a registered investment advisor providing wealth management, portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, and businesses. Operating through a decentralized network of branch offices and brand names, Capital Markets IQ, LLC builds personalized portfolios utilizing traditional securities, exchange-traded funds, mutual funds, and alternative investments, alongside proprietary quantitative and tactical strategies. The firm acts as a fiduciary and collaborates with a global network of professionals—including tax experts, attorneys, and accountants—to address all aspects of a client's financial life. Clients may authorize Capital Markets IQ, LLC to manage accounts with the authority to make trades without asking first, or on a non-discretionary basis where client permission is required for each trade.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.80% |
Fees are typically 0% to 2.80% of assets under management and are fully negotiable. Certain clients negotiate tiered progressive fee schedules.