NeQuit Wealth & Investment Management offers financial planning, consulting, and investment management services. Financial planning covers areas like retirement, tax, estate, and education. Investment management involves creating a personalized investment policy and managing accounts with stocks, bonds, and ETFs. NeQuit Wealth may recommend third-party money managers or manage assets in-house. The firm also provides educational seminars.
Assets Under Management$25M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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