IEQ Capital manages investment portfolios and provides advisory services for individuals, high-net-worth families, trusts, foundations, and other entities. Operating also as EPIQ Capital Group, the firm builds customized portfolios utilizing stocks, bonds, mutual funds, exchange-traded funds, direct investments, and alternative private investments, including private equity and digital assets. IEQ Capital develops tailored investment strategies based on each client's financial situation, risk tolerance, and liquidity needs. The firm also engages third-party sub-advisers and access funds for specialized alternative investment strategies. In addition to investment management, the firm offers family office services, outsourced chief investment officer services, consolidated reporting, and administrative support.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fee is up to 1%. Certain clients are subject to a minimum management fee starting at $6,250 per quarter. Fees are negotiable.