Q Capital Solutions is a registered investment advisor based in Naples, Florida, offering discretionary portfolio management, financial planning, and pension consulting services. The firm primarily tailors its investment strategies around equity securities and options, utilizing various analysis methods such as charting, technical, fundamental, and cyclical analysis, alongside long-term and short-term purchases. For portfolio management, Q Capital Solutions builds customized strategies based on each client's risk tolerance and objectives, and holds discretionary authority to trade without prior client approval. In addition to investment management, the firm offers comprehensive or targeted financial planning services for a fixed fee or hourly rate. Q Capital Solutions also assists employee benefit plans with pension consulting services. The firm is owned by Robert W. Quinlan and serves individuals, high-net-worth individuals, and pension plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee is a flat percentage of up to 2.00% of assets under management depending on individual client circumstances. Accounts subject to custody via login credentials may incur a fee increase.