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 offers investment advisory, sub-advisory, and investment management services. They also provide consulting and administrative services to individuals and businesses. Their clients include high net worth individuals, small businesses, and retail clients.

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$480
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Location

DE, United States

18 Advisors at this firm