Qubed Capital provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They also offer portfolio strategist services, including managing quantitative models and providing buy/sell recommendations to other investment advisors. Qubed Capital creates an Investment Policy Statement for each client, outlining their current situation and risk tolerance.
Assets Under Management$11M
Clients6
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...