Quad-Cities Investment Group (QCIG) offers investment advisory services to individuals, trusts, pension plans, and businesses. QCIG's Comprehensive Portfolio Management service includes asset management, asset advisement, and financial planning. QCIG works with clients to understand their financial situation, goals, and risk tolerance, then proposes a savings and investment strategy. QCIG also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$430M
Clients610
Advisors7
Avg. per Client$700K
Avg. per Advisor$61M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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