QBOX Fiduciary Solutions offers company-sponsored qualified plan services and manages investment portfolios for individuals and families. For individuals, QBOXFS develops portfolios based on client goals and objectives. QBOXFS manages accounts on a discretionary or non-discretionary basis. Clients can place reasonable restrictions on their accounts. QBOXFS creates portfolios consisting of individual equities, bonds, exchange traded funds (ETFs), other investment products, and mutual funds.
Assets Under Management$430M
Clients314
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$430M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.50% |
| $1.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable for accounts over $10,000,000. There are also negotiable fees for managed portfolio models and fixed income portfolios.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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