QCFO is a fee-only registered investment advisor providing investment and wealth management to individuals, high net worth individuals, family trusts, charitable foundations, and qualified plans. QCFO's team of experts focuses on portfolio management, tax management, and advanced wealth transfer planning. As a fiduciary, QCFO is legally required to act in your best interest.
Assets Under Management$21M
Clients20
Advisors1
Avg. per Client$1M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition, QCFO may also charge an additional fee equal to two and one-half percent (2.5%) of the face amount of any Structured Notes which may be in a Client’s Account. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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