BQS Financial Advisors offers investment advice to retirement plans, institutions, and individuals. For retirement plans, BQS offers fiduciary and non-fiduciary services, including investment selection and plan design consultation. For individuals, BQS provides ongoing asset management services tailored to their goals and risk tolerance. BQS also offers an annuity program, providing investment advice for fee-based annuity contracts. BQS generally limits its investment advice to mutual funds, insurance products including annuities and ETFs.
Fee Structure
BQS Financial Advisors offers ongoing asset management services based on your individual goals and risk tolerance. The fees are negotiable but generally do not exceed 1.25% of the value of your account. You can cancel the agreement with 30 days' written notice.