Quad-Cities Investment Group manages investment portfolios and provides comprehensive financial planning for individuals, families, trusts, and business owners. Quad-Cities Investment Group designs customized investment strategies using exchange-traded funds, mutual funds, individual stocks, and bonds, and reviews client accounts at least semi-annually. The firm also utilizes third-party money managers for certain accounts and provides retirement plan consulting services to employer plan sponsors. Quad-Cities Investment Group focuses on long-term portfolio management, retirement planning, and wealth strategies tailored to individual client goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable. There is a minimum annual fee of $1,200 per household. Sub-advisory fees, if applicable, are separate.