QHH Capital Management creates investment plans based on your financial situation, goals, and risk tolerance. QHH manages investment accounts and provides advice on accounts where they don't have direct trading authority. QHH uses methods like mean-variance optimization, tax optimization, and Monte Carlo analysis to create investment plans.
Assets Under Management$6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable, and some investment accounts may not be charged an advisory fee depending on the level of service.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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