Showing your clients how to manage risk and avoid excessive fees can help them squeeze more earnings out of their investments. Our Quantified Fee Credit (QFC) strategies provide low-cost, dynamically risk-managed investment solutions that can help your clients’ army of dollars protect them for a lifetime.
The QFC strategies use our subadvised Quantified Funds to deliver nine of our popular strategies at a net fee at least 25% lower than our standard fees.*
The QFC strategies also provide two levels of dynamic risk management:
QFC Strategies the 35 basis points (bps) is the maximum advisor’s portion of
the advisory fee directly charged for accounts held at TCA; it’s a 50 bps
maximum at Schwab and TD Ameritrade due to their higher fund platform fees.
This fee results from the use of funds sub-advised by FPI. FPI’s sub-advisory
fees are a credit against the Client’s advisory fee, which is billed by FPI
inclusive of the share chosen by the Financial Advisor. Depending on the mix of
the funds utilized, at TCA the available credit can exceed 65 bps but would
never be less. On other platforms, the credit is at least 50bps.
Sophisticated, dynamically risk-managed investments don’t have to come with a premium price tag. Learn how the QFC strategies can get your clients closer to their financial goals.
QFC brochure PDF
A closer look at the QFC strategies
Take a deeper dive into the QFC strategies to learn how they perform in various market environments, how they fit into a diversified portfolio, and how to access them within an SMA.
Watch the webinar
QFC fact sheets
Learn more about the purpose of each strategy and what methodologies and asset classes they use to get there.
Get the factsheets
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