Financial Q Group provides investment advice to high-net-worth individuals, trusts, family offices, and charitable organizations. They offer both discretionary and non-discretionary investment management services, tailoring their approach to each client's financial situation, risk tolerance, and goals. For non-discretionary clients, Financial Q provides recommendations, but the client makes the final decision on each transaction. For discretionary clients, Financial Q manages the investments without needing prior approval for each trade.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees may be individually negotiated with each client.