IQ Portfolios provides ongoing portfolio management services tailored to individual client goals, objectives, and risk tolerance. IQP also offers services to help clients select third-party money managers. IQP primarily recommends mutual funds, fixed income securities, insurance products including annuities, equities and ETFs.
Assets Under Management$31M
Clients120
Advisors1
Avg. per Client$260K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.15% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...