Queenbridge Capital (QCL) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. QCL creates an Investment Policy Statement for each client. QCL generally invests in mutual funds, fixed income, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, and non-U.S. securities. QCL requests authority to make trades without asking clients first.
Assets Under Management$79M
Clients58
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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