QCI Partners Management offers investment management services, focusing on risk management using a value-oriented investment style. QCI requires full authority to make trades without asking first. QCI advises on taxable accounts, IRAs, Roth IRAs, SEP IRAs, and cash balance accounts. QCI also offers retirement plan consulting for businesses, including recommending investment options and providing general investment education to plan participants.
Fee Structure
QCI Partners Management's standard investment management fee ranges from 0.6% to 2% per year of the value of your portfolio. Fees are calculated on the portfolio's end-of-period balance and paid monthly.
QCI also offers performance-based fee options for qualified clients:
- 20% of new capital appreciation, with no monthly fee based on a percentage of your portfolio.
- A combination of a 2% annual asset-based fee (paid monthly) and 20% of new capital appreciation (paid annually).
These performance-based options are available to clients with at least $1,000,000 under management, a net worth exceeding $2,100,000 (excluding primary residence), or who meet other qualifications.