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 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 uses a transparent fee-only model
  • Firm uses a trusted custodian
  • There is one licensed advisor for every 9 clients (industry average 1:50)

Considerations


  • Firm has less than $1B in assets under management
  • Firm has been federally registered for only 13 years
  • Firm has a disciplinary history

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $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
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $985 million
Advisor / Client Ratio 1:9
Headquarters 5701 Golden Hills Drive Minneapolis, MN 55416
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