CQ Wealth Advisors offers investment advice and financial planning to individuals and other clients. They create tailored investment portfolios using stocks, bonds, ETFs, and other securities. They also offer financial planning services covering retirement, estate, tax, and education planning. CQ Wealth Advisors may use third-party investment managers to implement investment portfolios.
Fee Structure
CQ Wealth Advisors offers investment management services where they create and manage a portfolio for you. The annual fee will not exceed 1.00% of the value of your account, billed quarterly in advance. Fees are negotiable. They also offer Comprehensive Portfolio Management, which includes asset management and financial planning, with an annual fee not exceeding 1.50%, billed quarterly in advance. For clients using third-party managers, these fees are in addition to the third-party manager's fees.