ViaQuest Advisors provides investment advice, portfolio management, and financial planning services to individuals and high-net-worth individuals. They create investment plans based on client goals, time horizon, and risk tolerance. Financial planning covers areas like retirement, social security, debt, insurance, and tax planning. They also offer pension consulting services to employee benefit plans.
Assets Under Management$140M
Clients234
Advisors3
Avg. per Client$590K
Avg. per Advisor$46M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,000. Accounts may be aggregated at the household level to determine blended pricing. The advisory fee will not exceed 1.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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