Northquant Capital Management, LLC offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. NQCML creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. NQCML generally limits its investment advice to equities and derivatives, but may use other securities to diversify a portfolio. NQCML requires authority to make trades without asking first.
Assets Under Management$19M
Clients18
Advisors1
Avg. per Client$1M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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