IQvestment provides investment management services through its online platform. It offers various model portfolios based on an investor's risk appetite, using equities, ETFs, or mutual funds. IQvestment acts as either an advisor or sub-advisor. Clients agree to fees in an investment management agreement. Investment advice is provided exclusively through IQvestment's online platform.
Fee Structure
IQvestment offers investment management through wrap fee programs. The fees vary depending on the advisor and can be a flat monthly fee (up to $9.95 for certain account sizes) or a percentage-based fee (up to 0.35% charged quarterly). These fees cover advisory services, trading commissions, custodial services, and account reporting. Clients should refer to their Investment Management Agreement for specific fee details. Investment advice is provided exclusively through IQvestment's online digital platform.