Qmulate Capital offers financial planning and coaching services covering cash flow, college funding, retirement, risk management, estate, and tax planning. They also provide portfolio management services, implementing investment strategies based on client risk profiles and goals. Qmulate Capital may recommend third-party investment managers. They also offer educational workshops.
Assets Under Management$5M
Clients31
Advisors1
Avg. per Client$160K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
If a sub-advisor is engaged to manage your portfolio, their fee ranges from 0.15% to 1.00% per year, in addition to Qmulate Capital's fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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