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Capital Markets IQ, LLC

Updated today

Total assets under management

$450,873,705

Total clients

655

7% high-net worth

Total advisors

19

of 26 employees

Firm size

Multi Team

Average clients per advisor

34

Average account size

$688,357

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Business consulting

Fee options

Fixed

Financial planning clients pay flat fees billed monthly in arrears; certain clients pay flat fees for one-time investment advice; flat fees for consulting services such as due diligence or 1031 exchanges.

Percentage

$0 - $1,000,000: 2.0% $1,000,001 - $2,000,000: 1.5% $2,000,001+: 1.0%

Commissions

Certain IARs are licensed insurance agents and receive commissions from insurance product sales; the Company does not receive these commissions.

Project-based

Business consulting clients pay $350 per hour with a minimum non-refundable retainer of $5,000 unless waived.

Performance-based

Qualified clients (assets under management at least $1.1 million or net worth over $2.2 million) may pay performance-based fees ranging from 0% to 20%; fees charged quarterly in arrears.

Other

Account minimum: $100,000 (minimum relationship size of a retail client, unless otherwise agreed) Fee-only: Retail investment advisory clients typically pay 0% - 2.80% of portfolio balance; fees are negotiable and may be tiered as progressive fees; fees charged quarterly in arrears.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Capital Markets IQ, LLC

Arlington TX, United States

Number of offices

19

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