Financial Q Group LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees may be individually negotiated with each client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm

Financial Q Group LLC | TrueAdvisor