PK Quantitative Investing (PQIL) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. PQIL creates an Investment Policy Statement for each client and seeks discretionary authority to select securities and execute transactions. PQIL primarily recommends a core and satellite portfolio strategy utilizing passive index funds for the core, with actively selected index, ETF, and mutual funds for the satellite positions. PQIL generally limits its investment advice to equities, fixed income securities, mutual funds and ETFs.
Assets Under Management$4.7M
Clients8
Advisors1
Avg. per Client$590K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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