Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
16,768 clients
Average Client Portfolio
$677K average
Assets Under Management
$11.4B

Fee Structure

Financial Planning:Investment management only

Investment management fees are negotiable and based on factors like account size and investment strategy. Fees are typically tiered, decreasing as assets increase. The standard fee schedule for Quantitative Portfolio strategies ranges from 0.095% to 0.30%, but lower fees may be negotiated. Fixed Income Quantitative Portfolios have a standard fee of 0.095%. Advisor fees are not included and generally range from 0.80% to 1.10%. Additional fees of 0.02% - 0.10% apply when Envestnet's Tax Overlay or Values Overlay is utilized. These fees do not include brokerage, clearing, platform, or custody fees.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

35 East Wacker Drive, Suite 2400, Chicago, IL, 60601

Get directions
Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Employment History
Current Registrations
Qrg Capital Management, INC.
March 2020 - Present · 5 yrs 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.
Janis Zvingelis - Financial Advisor | AdvisorDiscover