What's Your Exit Strategy?
As investors approach retirement, many can't afford to sustain a major loss at the hands of a bear market. At Q3, we believe that avoiding large losses is paramount in achieving long term growth. There are times where it may be prudent to reduce risk within a client's portfolio. For investors that don't have the time, desire, or expertise to manage their retirement assets effectively, Q3 is here to help.
Frequently Asked Questions:
Some retirement plans offer a feature referred to as a Self-Directed Brokerage Account (SDBA). The problem is that not many participants really understand what it is or why they might want to use this feature. The SDBA allows participants to make investments outside of their regular plan window. So rather than being limited to a smaller number of options offered within the plan, a self-directed brokerage account often includes many more investments, such as stocks, bonds, mutual funds, and ETFs.
Q3 works with a variety of providers including Fidelity, TD Ameritrade, Voya, Aspire and Vanguard.
Q3 is a fee-based investment advisor. Advisory fees vary depending upon the size of the portfolio and are deducted on a quarterly basis. Q3 generally shares 50% of the collected fee with the referring representative.