QVM Group provides portfolio management and investment coaching services to individual investors. For portfolio management, QVM is paid a flat monthly amount, re-evaluated annually based on estimated hours for a work plan agreed with each client. Portfolio coaching consists of receipt of portfolio research reports, review of submitted portfolio holdings and research and advice as requested.
Assets Under Management$68M
Clients15
Advisors1
Avg. per Client$4.5M
Avg. per Advisor$68M
Fee Structure
Investment management only (planning not offered)
QVM Group offers two services:
- Portfolio Management: Clients pay a flat monthly fee based on the estimated hours of work required, re-evaluated annually. The fee considers the frequency, form, and extent of communications, the number of accounts to be handled, and other factors.
- Portfolio Coaching: Clients receive portfolio research reports, review of submitted portfolio holdings, and advice as requested. The fee structure for this service is not specified.
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