Queensbury Global Advisors provides asset management services to individuals, high-net-worth individuals, and small businesses. Founded in 2022 and owned by Ran Shi, the firm creates customized investment portfolios using U.S. listed stocks, exchange-traded funds, futures, and options. Queensbury Global Advisors uses technical, macro, and fundamental analysis to make investment decisions without typically taking tax considerations into account. The firm's strategies may involve high portfolio turnover, which can increase transaction costs and generate tax consequences in taxable accounts. Queensbury Global Advisors operates with the authority to make trades on behalf of clients without asking first, provided a signed agreement is in place. The firm does not offer comprehensive financial planning services as a separate product, focusing primarily on investment management and publishing a subscription newsletter.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Base management fee is 1.00% annually with a $100 minimum quarterly fee. Additionally, a 20% performance-based fee applies to eligible clients who meet specific wealth or investment thresholds.