Q(x) Branch Reserve Investments provides investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, and business entities. Q(x) focuses on low turnover, long-term investments in small-to-mid cap growth equity businesses, aiming for tax efficiency. Clients can impose restrictions on investments. Q(x) primarily uses fundamental analysis.
Assets Under Management$22M
Clients21
Advisors1
Avg. per Client$1M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The annual fee may be negotiable based upon dollars of assets to be managed and account composition.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...