Qic
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Overview
Qic is located at 12 East 49th Street, New York, NY. The firm employs 22 financial advisors to manage client portfolios and provide financial guidance. Qic is not a registered broker-dealer.
Qic oversees $2.2 billion in assets under management across 19 accounts, of which 14 are discretionary and 5 are non-discretionary. The services offered include portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The firm caters to pooled investment vehicles, with pooled investment vehicles being the largest client type by accounts. The fee structure at Qic includes asset-based and performance-based fees. The firm maintains affiliations with a real estate broker or dealer and a commodity pool advisor.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Qic by the Numbers
$2.2 billion
25
19
$115.1 million
Products and Services
Qic offers multiple services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. Notably, Qic did not provide financial planning services to any of its clients in the previous financial year. It is not involved in selling products or offering services aside from investment advice to its investment advisory clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually depend on the type of services provided. Fees charged by Qic most likely include some combination of the following fee structures: asset-based or performance-based.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles. Qic's biggest client type by number of accounts is pooled investment vehicles.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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