Quoinage Capital LLC (QC) manages investment portfolios and provides financial planning services. They offer both discretionary and non-discretionary investment management. Financial planning services include ongoing and one-time plans covering areas like retirement, risk management, college savings, and estate planning. QC also provides consulting services to other investment advisors.
Assets Under Management$47M
Clients17
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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