Your 1st Step to Professional Money Management
Professional Money Management for Everyone
When we say everyone, we mean everyone! '1st Step' portfolio management is for individual investors with less than $100,000 who may assume they don't have enough money to work with an investment advisor.
We believe you don't need to be a millionaire to benefit from investment management. Our 1st Step investors enjoy the same style of management we use on our larger accounts at an affordable price of $50 per month.
1st Step Features
- Custom designed investment account using tax-efficient and low-cost investments
- Access to professional advisors with over 35 years of combined experience
- Quarterly performance reports from Q1 Advisors
- Monthly brokerage statements so you can track your progress
- 24 / 7 online account access through TD Ameritrade Institutional
- Unlimited phone and e-mail access to your Q1 Advisors representatives
- Annual meeting by phone or in person
Take your 1st Step toward a more secure financial future! It only takes a few minutes to set up your account - allowing you to enjoy life while we manage your money.
1st Step is specifically designed for investment accounts under $100,000. Once your account reaches $100,000, you'll be invited to transition to our institutional management platform.
Please feel welcome to contact Q1 Advisors or see our 'Fees & Disclosures' page for a full description of 1st Step!