QVG, LLC provides investment supervisory services using an investment methodology that allocates client funds across various asset classes. They invest in equities, REITs, interest rate ETFs, options, and fixed income assets. QVG, LLC utilizes quantitative models to maximize risk-adjusted returns. Clients can impose reasonable restrictions on investments and have ultimate control over their accounts.
Assets Under Management$92M
Clients78
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $3.0M | 1.25% |
| $3M+ | 1.00% |
Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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