JQR Capital Management manages investment portfolios based on clients' individual needs and goals. They also offer project-based financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. JQR Capital primarily uses passive investment management, with an active overlay.
Assets Under Management$4.2M
Clients29
Advisors1
Avg. per Client$140K
Avg. per Advisor$4.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $0K | 2.25% |
| $0K - $0K | 2.00% |
| $0K - $1K | 1.75% |
| $1K - $10K | 1.50% |
| $10K - $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $100.0M | 0.50% |
| $100M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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