FQI Capital Management offers discretionary portfolio management services tailored to clients' needs and objectives. They may invest client assets in model portfolios with varying risk tolerances. FQI also offers consulting services, providing real-time portfolio reviews and recommendations. The firm advises on various investments, including equities, debt, mutual funds, and ETFs.
Fee Structure
FQI Capital Management charges an annual fee for portfolio management that varies between 1.00% and 2.00% of your portfolio's value. The fee depends on the size of your portfolio, the complexity of services, and the level of administration. The fee is billed monthly in advance. The advisory fee is negotiable. Family accounts may be combined to potentially lower the fee.