in Investment Advisors from IQvestment LLC


in Investment Advisors from IQvestment LLC
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Minimum Initial Investment $1,000
Management Fee 1.2% - 12%

IQvestment Review

IQvestment is a financial services company founded in 2017 and based in Woburn, MA.

IQvestment Pros & Cons

The Good The Bad
  • Competitive investment expense ratios.
  • Does not offer low-cost ETFs.
  • Does not give access to human finance advisors.
  • Tax-loss harvesting not available.
  • Small selection of account types offered.
  • Limited investment options.
  • High "subscription" fee.

IQvestment FAQ

What fees does IQvestment charge?

IQvestment uses a fee-only model.

This means IQvestment gets paid a flat fee regardless of what financial products or services you use. It also means they have a fiduciary responsibility to their clients. Instead of making money on trades commissions or selling products, they recommend an asset allocation and get paid a flat-fee or a percentage of the assets under administration. That requires that they act in their client’s financial best interest at all times.

IQvestment Fees
Fee Based?
Management Fee 1.2% - 12%

What management fees does IQvestment charge?

IQvestment charges an annual management fee that starts at 1.2% and ranges up to 12%.

Many financial advisors charge based on how much money they oversee by using a fee-structure called “assets under management,” or AUM. For instance, a 0.40% fee translates to $4 per year for every $1,000 an investment advisor manages. Management fees, also known as maintenance fees, cover the operating costs of investment advisors and are typically deducted from your account every month or quarter. The management fee does not cover the underlying expense ratios of the investment vehicles purchased by investment advisors.

What are the investment expense ratios of IQvestment?

Hiring an investment advisor with competitive investment fees is one of the most important steps to maximizing your portfolio's performance. Investment expense ratios can vary drastically depending on the types of accounts and assets involved. A survey by the ICI puts the average expense ratio for actively managed funds at 0.76% and indexed funds at 0.08%. The investment expense ratios of an investment advisor will vary depending on the type of assets they invest in and whether they attach additional charges to fund fees.

IQvestment does not charge fees based on an investment expense ratio.

What features does IQvestment offer?

Automatic rebalancing: Having a good balance of investments is important. But a well-balanced portfolio is not something you can set up and forget. Markets are constantly changing and can easily throw your portfolio out of balance. IQvestment allows you to rebalance your investments back to your target asset allocation at set intervals.

IQvestment is registered with the Securities and Exchange Commission, or SEC. Registered investment advisors are required to provide detailed information on the financial and legal status of the company and its staff. This allows investors to examine closely any conflicts of interest and look into the background of the company and its advisory team.

What type of investment accounts and asset classes does IQvestment support?

IQvestment LLC offers the following types of assets and account types.

Accounts Supported
Supported Options Unsupported Options
  • Individual Non-Retirement Accounts
  • Joint Non-Retirement Accounts
  • Roth IRA
  • Traditional IRA
  • Rollover IRA
  • Trusts
  • 529 College Savings Plans
  • Employer Sponsored Plans
  • Custodial Accounts

These are the investment options IQvestment LLC offers its clients.

Investment Choices
Supported Options Unsupported Options
  • Stocks
  • Options
  • Mutual Funds
  • Futures
  • Bonds
  • Pink Sheets / OTCBB
  • Real Estate
  • Startups
  • Marketplace Loans
  • International Stocks
  • Cryptocurrencies
  • ETFs
  • Treasury Bills

What is the minimum amount you have to invest to open an account with IQvestment?

The minimum amount to open an account with IQvestment is 1000.
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Hours of Operation

  • Sunday Closed
  • Monday 9:00am - 4:00pm
  • Tuesday 9:00am - 4:00pm
  • Wednesday 9:00am - 4:00pm
  • Thursday 9:00am - 4:00pm
  • Friday 9:00am - 4:00pm
  • Saturday Closed

About IQvestment

Feature Breakdown

Fee Based
Management Fee 1.2% - 12%
Minimum Initial Investment $1,000
Accounts Supported
  • Individual Non-Retirement Accounts
Investment Choices Stocks
Investment Features
  • Automatic Rebalancing
  • SEC Registered

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