qc
Queenbridge Capital, LLC
SEC-regulated
Registered investment advisor
Queenbridge Capital, LLC is a financial advisory firm based in Pittsford, NY, established in April 2022 by Daniel Nathan Muster. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Queenbridge Capital offers services such as investment strategy, asset allocation, and regular portfolio monitoring. Clients may grant discretionary authority for the firm to select securities and execute transactions without prior permission. The firm operates as a fiduciary, making investment decisions in the best interest of clients.
Queenbridge Capital's fee schedule is based on total assets under management, ranging from 1.50% for assets up to $500,000 to 0.85% for assets over $3,000,000. Fees are withdrawn monthly from client accounts. Clients are responsible for third-party fees, and the firm does not participate in wrap fee programs. The firm primarily advises individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations, with no minimum account size required.
Queenbridge Capital utilizes fundamental and technical analysis in its investment strategies, focusing on securities such as mutual funds, fixed income securities, real estate funds, equities, and more. The firm discloses potential risks associated with each investment type, emphasizing the importance of clients being prepared for potential losses. Queenbridge Capital does not have any disciplinary actions or financial conditions that would impair its ability to meet client commitments.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting