Qrg Capital Management, INC.

Fee-Only (% of Portfolio)

QRG Capital Management specializes in quantitative investment management using systematic, quantitative, and rules-based methodologies. QRG provides investment management services indirectly through intermediaries and directly to high-net-worth individuals and institutions. QRG offers discretionary portfolio management services to exchange traded funds and asset management services as a non-discretionary sub-adviser for unaffiliated RIA program sponsors.

Assets Under Management$11B
Clients16,768
Advisors2
Avg. per Client$680K
Avg. per Advisor$5.7B

Fee Structure

Investment management only (planning not offered)

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%.

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Location

2 Advisors at this firm

Qrg Capital Management, INC. | TrueAdvisor