Quahog Investments specializes in building and maintaining portfolios, hedging investments, and investment real estate for middle-class clients in New England. The firm tailors investment strategies to each client's risk tolerance and time horizon. Clients can choose discretionary or non-discretionary management. Fees are based on a percentage of assets under management and are negotiable.
Assets Under Management$300K
Clients5
Advisors1
Avg. per Client$60K
Avg. per Advisor$300K
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees range from 0% to 0.5% for client-directed or automated accounts, 0.5% to 1.50% for rebalanced accounts, and up to 2.50% for accounts with frequent trading. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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