Capital Markets Iq, LLC
Assets Under Management
$450.9M
Number of Clients
827
Number of Advisors
18
Average Client AUM
$545K
AUM per Advisor
$25.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Capital Markets IQ, LLC provides investment advisory services such as wealth management, investment advice, and portfolio management. They also offer non-investment advisory services such as consulting and administrative services to individuals and businesses. Their clients include high net worth clients, small businesses and retail clients. They use a comprehensive approach and a global network of professionals to assist clients.
Fee Structure
The firm's most common fee structure is a percentage of assets under management, typically ranging from 0% to 2.80% of the client’s portfolio balance, charged quarterly in arrears. Certain retail clients have negotiated a progressive (tiered) fee. International clients may incur a one-time set-up fee of $350-$750, with a minimum annual AUM fee of $480 (unless waived). Business consulting clients are charged an hourly rate of $350 per hour with a minimum non-refundable retainer of $5,000 (unless waived), or a flat fee, or a percentage of revenue. Financial planning clients pay flat fees billed monthly in arrears. Qualified clients may pay incentive or performance fees ranging from 0% to 20%. All fees are negotiable.
Areas of Practice
Location
DE, United States