Q2 Wealth Management's Form ADV discloses 1.35% on accounts up to $250,000, 1.30% on accounts up to $1 million, 1.25% on accounts up to $2 million, 1.20% on accounts up to $3 million, 1.10% on accounts up to $4 million, 1.00% on accounts up to $5 million, 0.90% on accounts up to $10 million, 0.80% on accounts up to $15 million, 0.70% on accounts up to $20 million, 0.60% on accounts up to $30 million, and 0.50% on accounts above $30 million, with the rate applied to the entire account. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #314932), Q2 Wealth Management is subject to fiduciary duty under federal law.
Q2 Wealth Management is headquartered in LEXINGTON, KY.
Q2 Wealth Management serves 36 high-net-worth clients according to their SEC filing dated July 31, 2026. View client details ↓
According to their SEC Form ADV, Q2 Wealth Management offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
Q2 Wealth Management manages $123 million in client assets according to their SEC filing dated July 31, 2026.
According to their SEC Form ADV, Q2 Wealth Management serves high-net-worth individuals. View client details ↓