Qrg Capital Management, INC.

Fee-Only (% of Portfolio)

QRG Capital Management specializes in quantitative investment management services, focusing on the systematic construction and management of investment strategies grounded in quantitative research. The firm utilizes proprietary models and technology to design and implement passive indexing, factor-based investing, purpose-driven investing, bond ladder portfolios, and options strategies. QRG provides discretionary portfolio management services to exchange-traded funds and serves as a non-discretionary sub-adviser for unaffiliated registered investment advisor program sponsors. QRG provides its services indirectly through intermediaries such as independent financial advisors, asset managers, consultants, and family offices, as well as directly to high-net-worth individuals, endowments, foundations, and other institutions.

Assets Under Management$11B
Clients27,393
Advisors2
Avg. per Client$420K
Avg. per Advisor$5.7B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.30%

Standard fee schedules range from 0.095% to 0.30% for quantitative portfolios and 0.095% for fixed income quantitative portfolios. Fees are subject to negotiation and do not include advisor fees, platform fees, or internal fund expenses.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm

Qrg Capital Management, INC. - Fees, AUM & Advisors | TrueAdvisor