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
950 Tower Lane, Suite 1800, Foster City, CA, 94404
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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Anna is a co-owner of 734Barre, a fitness organization, dedicating a few hours per week to general management and investment oversight. She is also a part-time employee of Pure Barre, teaching fitness classes for a few hours per week.