QP CONSULTING

RIASEC RegisteredEst. 2013

Total AUM

$560M

Discretionary

$92.7M

17% of AUM

Avg account

$7.4M

Accounts

Employees

Advisory reps

Firm details

Headquarters: TAKOMA PARK, Maryland
CRD number: 129601
Registered since: December 18, 2013
Website: www.qp-consulting.com
Custodians: EMPOWER RETIREMENT, ASCENSUS TRUST, CHARLES SCHWAB & CO., INC., RELIANCE TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans79.38%
HNWI14.97%
State / Municipal Government4.05%
Individuals1.43%
Charitable Organizations0.17%
Services: Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

QP Consulting is an SEC-registered limited liability company that advises both high-net-worth individuals and institutional clients. The firm lists portfolio management for individuals and small businesses and pension consulting among its advisory services, and it operates under an owner-controlled structure. Fee arrangements are flexible and include percentage-of-AUM, hourly, fixed fees and other billing methods, which lets the firm tailor pricing to different client relationships. Investment practice leans heavily toward pooled public vehicles—mutual funds and other public funds make up the bulk of assets under management—supplemented by allocations to third-party alternative managers. The firm also uses annuity products in client portfolios when appropriate. QP Consulting was recognized in FA Magazine’s Top RIA Firms list in 2020.