IQ Retirement Portfolios offers investment advice and manages assets through a wrap fee program. Clients can choose between the IQ Retirement Digital plan (internet-based) or the IQ Retirement Premium plan (phone, email, or chat access to financial consultants for clients with at least $100,000). The firm uses algorithms to recommend portfolios and offers tools to help clients project returns and plan for retirement. IQ Retirement also offers fixed fee advice packages.
Assets Under Management$5.8M
Clients10
Advisors1
Avg. per Client$580K
Avg. per Advisor$5.8M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Annual wrap fee of up to 0.75%. Clients with balances above $3 million receive a 0.10% discount, unless they already receive a specific fee discount.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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