Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: IEQ Capital discloses a maximum, individually negotiated rate of 1.0% in its Form ADV Part 2A: Firm Brochure (March 31, 2026). Converted to dollars, that runs $25,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A: Firm Brochure (March 31, 2026): “IEQ’s management fees are negotiable and will vary depending upon factors such as the type of Client Account, a Client’s relationship with the Firm, the size and complexity of assets being managed, and the investment strategies being employed by the Firm. Generally, Clients will be charged an annual management fee of up to 1% pursuant to the Client’s IMA. Certain Clients have a minimum management fee starting at $6,250 per quarter, although some Clients negotiate a lower minimum fee.”
Note: CRD 301819 independently re-verified ACTIVE/isSECRegistered=Y, effective 5/14/2019. Minimum management fee starts at $6,250/quarter ($25,000/yr); brochure notes some clients negotiate lower, but no textual basis exists to use a lower figure without guessing, so the disclosed starting minimum is used.
The published maximum: 1.0% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $25,000 | 10.00% |
| $500,000 | $25,000 | 5.00% |
| $1,000,000 | $25,000 | 2.50% |
| $2,000,000 | $25,000 | 1.25% |
IEQ discloses a negotiable ceiling of up to 1% per year, plus a minimum management fee ‘starting at $6,250 per quarter’ ($25,000 a year); the brochure notes some clients negotiate a lower minimum, but does not state a specific lower figure, so the disclosed starting minimum is applied as the floor. That floor dominates the 1% ceiling calculation at all four benchmark balances, which is why every dollar_at figure below is identical, a direct consequence of the minimum-fee mechanics as disclosed rather than a data-entry error.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, IEQ Capital’s own published rate runs $25,000 a year.
Comparing IEQ Capital against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A: Firm Brochure (March 31, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1032257
- SEC Investment Adviser Public Disclosure, IEQ Capital, LLC (CRD #301819): https://adviserinfo.sec.gov/firm/summary/301819
- IEQ Capital, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/301819/PDF/301819.pdf
Methodology. This page was built September 28, 2026, drawing on IEQ Capital’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving IEQ Capital instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full IEQ Capital review.
Is IEQ Capital a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See IEQ Capital’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing IEQ Capital against other options? See IEQ Capital alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.