BQ Asset Management offers portfolio management services tailored to individual client needs, focusing on their financial goals, time horizon, and risk tolerance. BQ assesses current holdings and provides ongoing reviews of investment performance. BQ requires a signed investment advisory agreement before providing services and does not act as a custodian of client assets.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable. Qualified Clients may also pay a performance fee of up to 20% of net capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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