QEX Management provides investment advisory services to separately managed accounts for institutional investors and high net worth individuals. QEX manages these accounts based on each client's financial situation, needs, and investment objectives. QEX may also provide financial planning services, including asset allocation, tax planning (but not tax return preparation), tax research, and insurance-related advice.
Assets Under Management$8.5M
Clients18
Advisors1
Avg. per Client$470K
Avg. per Advisor$8.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
QEX Management charges an annual management fee based on a percentage of the assets in your account. The percentage starts at 1% for actively managed fixed income strategies and 2% for actively managed equity strategies, and it decreases as the account size increases. These fees are negotiable.
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