IQCIO, LLC offers asset management services through its interactive website, using a digital asset allocation and security selection strategy. This strategy primarily focuses on exchange traded funds (ETFs) but can also include mutual funds. IQCIO uses proprietary models that are continuously monitored and rebalanced using advanced quantitative technology. Clients can also choose among various asset classes within their portfolio.
Assets Under Management$54M
Clients5
AdvisorsN/A
Avg. per Client$11M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged for services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
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