Quayle Financial Group (QFG) offers investment management services to individuals, families, and small businesses. QFG gathers client information to determine their needs, goals, and risk tolerance. They recommend investments such as no-load mutual funds, exchange-traded funds (ETFs), individual stocks, and bonds. QFG manages accounts on a discretionary basis and provides quarterly reports and annual reviews.
Assets Under Management$2.1M
Clients8
Advisors2
Avg. per Client$270K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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