Quiver Financial Holdings, LLC offers investment advice tailored to clients’ needs and goals, including asset allocation strategies using various investment products. Quiver also provides financial planning consulting services such as risk assessment, investment planning, and estate planning. Managed accounts are available to high net worth individuals, investment companies, and corporations.
Fee Structure
Quiver Financial Holdings charges a monthly fee for investment management services based on the size of your portfolio and the complexity of services provided, up to a maximum of 2.75% annually. Consulting services are generally included in this fee, but separate financial planning fees may apply in unique circumstances, which will be discussed upfront. Some clients may be charged performance-based fees.