IQ Capital Strategy seeks to provide capital appreciation for clients with lower volatility than equity markets. They use exchange-traded funds, equities, fixed income, single stock futures, and commodities to diversify portfolios. IQCS obtains client information through questionnaires and communication to tailor portfolios to individual needs. Assets are managed on a discretionary basis.
Assets Under Management$24M
Clients154
Advisors4
Avg. per Client$160K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
IQ Capital Strategy's fee is negotiated annually and ranges between 1% and 2.5% of the value of your portfolio per year. Fees are billed quarterly in advance. You can terminate services with written notice and receive a prorated refund of the quarterly fees paid in advance.
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