BQ Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BQ Asset Management provides discretionary portfolio management and investment advisory services to individuals, high‑net‑worth clients, and trusts, delivering tailored advice based on each client’s goals, time horizon, and risk tolerance under a written investment advisory agreement and limited power of attorney. The firm is newly formed and, as of the brochure date, reports no assets under management.
The firm’s investment process draws on multiple methods of analysis — including charting, fundamental, technical, cyclical, and economic reviews — and may employ long‑ and short‑term purchases as well as strategic asset allocation to pursue client objectives. Fees include customary asset‑based management charges and, for Qualified Clients, the firm may also assess performance‑based fees (up to 20% of net capital appreciation) subject to a high‑water mark.
Distinctive features include a single principal who serves as the firm’s sole owner, Chief Compliance Officer and investment adviser representative, negotiable fee arrangements despite being a new state‑registered adviser, and an explicit policy limiting custody to authorized fee deductions rather than custodial control. The firm documents trade aggregation and periodic allocation reviews and does not provide proxy‑voting services, noting these operational choices as part of its governance and conflict‑management framework.
Client services
Expertise
Fee options
$0 - $250,000: 1% $250,001 - $1,000,000: 0.85% $1,000,001 - $5,000,000: 0.75% Over $5,000,000+: 0.60%
Up to 20% of net capital appreciation on assets for Qualified Clients with at least $1,100,000 under management or net worth over $2,200,000; performance fee billed quarterly in arrears with a high-water mark; no annual hurdle rate.
Fee-only: Annual management fees up to 1% based on tiered schedule; negotiable.
Main office
Barnstead NH
Advisors at this office
1
Most active in
New Hampshire
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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