Brandon Thomas is a registered investment advisor at Qrg Capital Management, INC., based in Lake Forest, IL, with 31 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16,768 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
QRG Capital Management's investment management fees are negotiable and based on an annual percentage of the value of your portfolio. The fees vary depending on factors like account size, investment strategy, and customization. The standard fee schedules for QRG’s Quantitative Portfolio strategies are as follows, but lower fees may be separately negotiated:
- Quantitative Portfolios: 0.095% - 0.30%
- Fixed Income Quantitative Portfolios: 0.095%
These fees do not include advisor fees, which generally range from approximately 0.80% to 1.10%.
Location
Lake Forest, IL
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Regulatory 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.
Learn about disclosures →Other Business Activities
Brandon serves as the treasurer for Prepare the Way, a nonprofit organization, overseeing their books. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Qrg Capital Management, INC.
Envestnet Pmc
Previous Registrations
Portfolio Brokerage Services, INC.Broker
John Nuveen & CO., IncorporatedBroker
Lasalle St Securities, L.L.C.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.