QTR Capital Management provides investment advisory services to high-net-worth individuals through separately managed accounts. They offer various strategies, including Big Cap Alpha, Small & Mid Cap Alpha, and Sector Rotation Alpha. QTR Capital's portfolio manager makes investment decisions based on economic and market conditions, client guidelines, and internal strategy guidelines. The firm may invest in exchange-traded funds (ETFs).
Assets Under Management$450K
Clients7
Advisors1
Avg. per Client$64K
Avg. per Advisor$450K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $20.0M | 1.00% |
| $20M+ | 0.09% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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