qg
Qp Global Family Offices, LLC
SEC-regulated
Registered investment advisor
QP Global Family Offices, LLC is a boutique financial advisory firm established on December 11, 2017, and registered with the U.S. Securities and Exchange Commission on April 23, 2018. Specializing in managing single-family offices for wealthy families, the firm offers conflict-free investment and wealth management advice tailored to each family's circumstances. They provide services such as setting up and managing single-family offices, family office investing, and private investment management. QP Global typically charges fixed annual fees for its services, negotiated with each family and invoiced quarterly. The firm does not participate in wrap fee programs and does not charge performance-based fees. Clients must have a net worth of at least $200,000,000 to avail of QP Global's services. The firm focuses on preserving and growing family wealth over the long term through diversified investment portfolios and customized strategies. QP Global provides non-discretionary investment advice but may accept discretionary authority under certain circumstances. The firm does not compensate third parties for client referrals and typically does not have custody of client funds or securities. Clients receive regular account statements from qualified custodians. QP Global has not been involved in any criminal, civil, or administrative actions and maintains a Code of Ethics to ensure compliance with securities laws and ethical conduct.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting