QCI Asset Management Review


Trust Score 84%
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QCI Asset Management, federally registered in 1977, is a Registered Investment Advisor (RIA) in 14 state(s) with a licensed staff of 13 advisors. QCI Asset Management manages $3 billion and provides investment advisory services for 1,017 clients (1:79 advisor/client ratio).

Fees may vary, please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 79 clients (industry average 1:50)
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $3 billion
Average Account AUM $3,189,017
Hybrid Advisor No
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $300,000
Minimum Annual Fee $0
Advisor / Client Ratio 1:79
Headquarters Pittsford, NY
SEC Filings Forms and Brochures


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