Capital Markets IQ offers investment advice, portfolio management, and consulting services to individuals, high net worth clients, and businesses. The firm's approach involves understanding a client's financial situation and goals, then collaborating with a network of professionals like banks, accountants, and attorneys to provide comprehensive advice. Capital Markets IQ also offers proprietary investment strategies.
Fee Structure
Capital Markets IQ charges a percentage of your portfolio annually, typically ranging from 0% to 2.80%, billed quarterly. The fee can be calculated based on the portfolio's value at the end of the quarter or the average balance during the quarter. Some clients may have negotiated a tiered fee schedule where the percentage decreases as the portfolio value increases. International clients may incur a one-time set-up fee and have a minimum annual fee.