Qubera Wealth Management offers investment management, financial planning, and consulting services. Investment strategies are tailored to client needs and may include stocks, bonds, ETFs, and mutual funds. Financial planning covers retirement, estate, tax, and education planning. Qubera also offers sub-advisory services, providing due diligence and reviews of third-party money managers.
Assets Under Management$44M
Clients92
Advisors1
Avg. per Client$480K
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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