Q Capital Solutions
Assets Under Management
$255.7M
Number of Clients
188
Number of Advisors
1
Average Client AUM
$1.4M
AUM per Advisor
$255.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Q Capital Solutions offers discretionary portfolio management and financial planning services. Investment advice is tailored to individual needs, focusing on equity securities and options. Financial planning covers a range of advisory services based on individual financial circumstances and objectives. Pension consulting services are also available.
Fee Structure
Our fees include portfolio management fees (up to 2.00% annually), financial planning fees ($1,500 - $5,000 fixed or $150/hour), and pension consulting fees (negotiable, up to 2.00% annually). The portfolio management fee may increase if we have custody of your assets due to access through login credentials. You will be notified in advance of any such fee changes. There is no stated minimum account size.
Areas of Practice
Location
NJ, United States