How does TQS ADVISORS LLC help clients – Key Takeaways:
TQS ADVISORS LLC provides financial advice and guidance to its clients through a team of experienced and knowledgeable financial advisors. While the firm primarily serves high-net-worth individuals, they also work with a range of other clients, including charities, corporations, and endowments.
Facts and Insights
Founded in 2008, TQS ADVISORS LLC has been in the financial advisory business for over a decade. The firm has $1.5 billion in assets under management and a team of 8 advisors, providing personalized and comprehensive financial services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $1.5 billion | 8 |
Financial Services Offered
TQS ADVISORS LLC offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, risk management, and business advisory services.
Client Types
The firm primarily works with high-net-worth individuals, but also serves charities, corporations, and endowments. They have a dedicated team to provide customized services for each type of client, based on their specific financial needs and goals.
Fees & Compensation
TQS ADVISORS LLC charges a fee based on a percentage of assets under management. This aligns their compensation with the growth and performance of their clients’ portfolios. The firm believes in transparency and does not charge any hidden or additional fees to its clients.
Background
TQS ADVISORS LLC was founded by a group of financial experts with decades of combined experience in the industry. They operate with the belief that every client’s financial needs and goals are unique, and therefore provide customized solutions to each individual or organization they work with.
Financial Advisor Disclosures to Know
TQS ADVISORS LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in their clients’ best interests, and are required by law to disclose any potential conflicts of interest. The firm maintains a clean record with no regulatory actions or disciplinary events.