STQ Capital offers combined wealth management services that include personalized investment management and financial planning for a single quarterly fee. STQ Capital helps clients establish investment policies, asset allocation targets, and manage portfolios tailored to individual goals, risk tolerance, and tax considerations. The firm primarily invests in stocks, bonds, mutual funds, exchange-traded funds, government and municipal securities, and cash equivalents. STQ Capital also provides comprehensive financial planning addressing business planning, cash flow and debt management, estate planning, financial goals, insurance, investment analysis, risk management, and tax planning strategies. Portfolios are managed on a discretionary or non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. Combined investment management and financial planning fee.