HDQ Wealth provides investment advisory and financial planning services. Investment management is customized and discretionary, using a tactical allocation strategy. Financial planning includes retirement planning, tax strategies, cash flow analysis, and insurance needs evaluation. HDQ Wealth may recommend third-party money managers. HDQ Wealth also offers consulting and business advisory services.
Assets Under Management$32M
Clients85
Advisors5
Avg. per Client$380K
Avg. per Advisor$6.4M
Fee Structure
HDQ Wealth charges up to 1.50% annually for investment management, paid monthly. Cryptocurrency accounts have a separate custody fee of up to 1.0% annually, plus a management fee of up to 1.0%, also paid monthly. Fees may be negotiable.
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