QP Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and broker-dealers. They manage investments using ETFs, individual stocks and bonds, and options. They may also recommend alternative investments like hedge funds and private equity. QP Wealth Management tailors its services to each client's needs and objectives, considering their risk tolerance and financial situation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable for accounts over $10,000,001. QP Wealth Management does not bill the base fee for Alternative Investments, but instead charges a 1% investment due diligence fee upon receipt of executed subscription documents and an ongoing investment management fee of 1.00% of the most recent valuation provided by the fund as of the last day of the previous month. The Alternative Investments are counted in the portfolio value for break points in the base fee. The Firm will recommend an adviser share class and will charge the client 0.25% to advise on 529 accounts.