Wealth Quarterback (WQL) offers investment management services where they make investment decisions for you. They also provide financial planning on a separate fee basis, covering topics like estate planning and insurance. WQL may recommend other professionals, including their own representatives in their roles as insurance agents or broker-dealer representatives. WQL also offers financial education seminars. They may also recommend unaffiliated investment managers.
Fee Structure
Wealth Quarterback's annual investment management fee ranges from 1.00% to 1.75% of the value of your investments. This includes a base fee of 1% to 1.25%, plus an additional fee for the specific investment strategy used. Clients using the Tactical Managed Strategy pay an extra 0.50%, not exceeding 1.75% total. Fees are negotiable. Cash positions are included when calculating the fee. WQL may also direct clients to third-party investment advisors, and WQL will be compensated via a fee share from those advisors.