ISQ Capital offers investment management services tailored to individual client goals, including portfolio construction, asset allocation, and regular monitoring. ISQ may direct clients to third-party investment advisors. ISQ also offers financial planning and consulting services. ISQ may provide access to Wealth.com for estate planning documents and may make available the FICA For Advisors cash management program. ISQ may refer clients to JKJ for insurance coverage and may have advisors who can originate mortgages through Rocket ProSM TPO. ISQ also utilizes Caribou for healthcare cost optimization and planning.
Fee Structure
ISQ Capital charges a fee for managing your account, calculated based on the value of the assets in the account. The maximum annual fee is up to 2.50% of the total assets under management. This fee is negotiable. ISQ also manages private funds, which have their own fee structures.