Q2 Wealth Management offers investment management and financial planning services. Investment management focuses on building portfolios based on risk tolerance and objectives, using model portfolios and potentially sub-advisers. Financial planning includes retirement, investment, tax, insurance, and estate planning, available as single-area or comprehensive plans. Q2 Wealth Management aims to guide clients through financial stages with a holistic approach.
Assets Under Management$110M
Clients215
Advisors3
Avg. per Client$500K
Avg. per Advisor$36M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.20% |
| $3.0M - $4.0M | 1.10% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.70% |
| $20.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fee schedule may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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