QED Wealth Solutions offers financial planning advice on topics like cash flow, college funding, retirement, and estate planning. They also manage investment portfolios, incorporating institutional investment strategies. The firm provides educational workshops on various financial topics. QED Wealth Solutions maintains websites for general financial education.
Assets Under Management$21M
Clients57
Advisors1
Avg. per Client$380K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.20% |
The applicable fee rate may vary among clients based on household aggregation, negotiated fee arrangements, or other factors disclosed in the client’s advisory agreement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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