Q4 Strategic Equity Advisors offers portfolio management services on both a discretionary and non-discretionary basis. They also assist clients in selecting third-party money managers. Q4SEA works with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They may offer advisory services to clients by selecting the AssetMark Platform.
Assets Under Management$2.2M
Clients9
Advisors1
Avg. per Client$240K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.88% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.63% |
| $2M+ | 1.25% |
Maximum fees are higher. Depending on the services the client selects, the client may be subject to other fees. Fees are negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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