Qrg Capital Management, INC.
Assets Under Management
$11.4B
Number of Clients
16,768
Number of Advisors
2
Average Client AUM
$677K
AUM per Advisor
$5.7B
Compensation
Fee-Only (AUM)
About This Firm
QRG Capital Management provides discretionary investment management and advisory services. They specialize in quantitative investment strategies, including passive indexing, factor-based investing, values investing, and bond ladder portfolios. Services are offered indirectly through intermediaries and directly to high-net-worth individuals and institutions. QRG uses proprietary models and technology to implement its strategies.
Fee Structure
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
Location
150 North Riverside Plaza , Suite 2050, Chicago, IL, 60606