CQL Capital Management, based in St. Louis, Missouri, offers investment management services to separately managed accounts. They use the CQL Domestic Small Cap Core and Small Cap Value strategies, aiming to stay fully invested. CQL meets with clients to determine their investment goals and risk tolerance, monitors portfolio performance, and rebalances as needed. Clients grant CQL discretionary authority to manage their accounts, including selecting securities and broker-dealers. The firm may accept performance-based fees.
Assets Under Management$15M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50M+ | 0.45% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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