Queen City Capital Management (QCCM) offers ongoing investment management using mutual funds and exchange-traded funds. QCCM creates portfolios based on your financial situation, goals, and risk tolerance. They monitor your account and provide advice on buying, selling, or holding investments. QCCM also provides consulting services to other investment advisors.
Assets Under Management$100M
Clients175
Advisors1
Avg. per Client$590K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.55% |
| $250K - $500K | 0.40% |
| $500K - $1000K | 0.30% |
| $1.0M - $2.5M | 0.20% |
| $2.5M+ | 0.20% |
Fees negotiable above $2,500,000. Separately Managed Accounts sub-advised to another manager typically have internal fees that start at 0.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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