Questar Asset Management Review


Trust Score 75%
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Questar Asset Management, federally registered in 2004, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 501 advisors. Questar Asset Management manages $985.50 million and provides investment advisory services for 4,146 clients (1:9 advisor/client ratio).

Fees typically fall between a range of .50%-2.00% annually.

Benefits


  • Firm services over 1,000 clients
  • Firm uses a trusted custodian
  • Communications sent to the firm’s website are secure and encrypted
  • Firm has a high advisor to client ratio, one licensed advisor for every 9 clients
  • Firm does not accept performance-based fees

Considerations


  • Firm has been federally registered for only 13 years
  • Firm has a disciplinary history
  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm has less than $1B in assets under management
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist


KEY
location_city Company Profile
pan_tool Disciplinary History
crop Conflicts of Interest


Managed Investing


Feature Value
Estimated Fees (Annual) N/A on a $0 portfolio
Annual Management Fee Notes Fees typically fall between a range of .50%-2.00% annually.
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $237,698
Broker-Dealer Hybrid Yes
Disciplinary History Yes
Total AUM $985.50 million
Advisor / Client Ratio 1:9
Headquarters 5701 Golden Hills Drive Minneapolis, MN 55416
SEC Filings Forms and Brochures


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