Queenvest LLC offers financial planning and investment management services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management involves creating and managing tailored portfolios based on client goals and risk tolerance. Queenvest also uses third-party managers like Asset Dedication.
Assets Under Management$9.4M
Clients32
Advisors1
Avg. per Client$290K
Avg. per Advisor$9.4M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable for accounts above $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...