Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IEQ's management fees are negotiable, up to 1% annually, depending on the client account, relationship with the firm, asset size/complexity, and investment strategies. Some clients have a minimum quarterly fee starting at $6,250, though some negotiate lower minimums. Fees are typically based on the prior quarter-end net asset value and paid quarterly in advance, though some legacy clients pay in arrears. IEQ may also negotiate a fixed dollar amount fee. Clients investing in private funds for which IEQ serves as a sub-adviser will pay a sub-advisory fee of up to 1.0% directly from the applicable Access Fund in lieu of collecting management fees for those assets under the IMA.
Areas of Practice
Advisor Information
Office location
501 Boylston St, Suite 10B-141, Boston, MA, 02116
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Adam is a board member of the Boston Youth Symphony Orchestra, serving on the Development Committee and dedicating minimal time. He is also a registered representative of First Republic Securities Company, LLC and an employee of First Republic Investment Management, Inc., dedicating the majority of his time to these activities.