QTR Family Wealth offers wealth management and investment advisory services to high-net-worth individuals, families, and businesses. They offer several programs including comprehensive financial, risk management, and investment advisory services. QTR also provides business consulting services. They use limited liability companies to facilitate investment in various programs.
Assets Under Management$580M
Clients191
Advisors6
Avg. per Client$3.1M
Avg. per Advisor$97M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
For investment management services, QTR Family Wealth charges either a percentage of your portfolio or a flat monthly or annual fee, depending on your needs. The annual fee will not exceed 2% of your portfolio. Fees are negotiable based on account size, type, service level, and other factors. Fees are charged monthly based on the average daily balance of your account.
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