iQvestment, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
iQvestment provides discretionary investment management, advisory and sub‑advisory services through model portfolios to other independent advisory firms and to institutional clients such as banks, credit unions and similar institutions, and it also offers services directly to individual and high‑net‑worth investors. It delivers its services primarily through an online, web‑based portal and operates multiple wrap fee programs that allocate client assets to ETF, mutual fund or equity‑based model portfolios.
The firm’s process relies on an online risk‑tolerance questionnaire to place clients into model portfolios that are reviewed by an investment committee and rebalanced quarterly, with portfolios managed on a discretionary basis. Client interaction and account management are conducted exclusively via the digital platform, and program fees are structured to cover advisory, trading, custodial and reporting services with fees automatically debited from accounts.
Distinctive features compared with peers include its internet‑only delivery model, its role as a wrap fee program sponsor and sub‑advisor to other advisers, and its explicit business with banking or thrift institution clients. The brochure also discloses the use of paid testimonials/endorsements and solicitor/referral arrangements, an affiliation with Marstone, LLC, and operational choices such as directed brokerage and no proxy‑voting authority for client securities.
Client services
Expertise
Fee options
N/A - N/A: Up to 0.35% (35 basis points) quarterly basis N/A - N/A: Flat monthly fee up to $9.95 for certain account sizes
Main office
See officeCharlotte NC
Advisors at this office
1
Most active in
Alabama · Arizona · Arkansas · California · Colorado · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Nebraska · Nevada · New Hampshire · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Also doing business as
Es Capital Advisors · Es Capital Advisors LLC · Iqvestment · Iqvestment, LLC · Steiman, Eric Howard · T0 · Tzero Advisors · Tzero Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Susan B
Series 63, Series 66
Charlotte, NC
iQvestment, LLC
Susan Burke is a financial advisor at iQvestment, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at LPL Financial for 17 years. She also provides support services to FusionIQ, a FinTech firm specializing in back and middle office solutions for financial companies. iQvestment offers discretionary investment management and advisory services through model portfolios primarily delivered via an online platform. The firm serves independent advisory firms, institutional clients such as banks and credit unions, as well as individual and high-net-worth investors, utilizing a risk-tolerance questionnaire and quarterly portfolio rebalancing under discretionary management.
Ethan B
Series 65
Sherborn, MA
iQvestment, LLC
Ethan Brown is a financial advisor at iQvestment, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Copeland Capital Management for seven years. He occasionally provides client servicing support to FusionIQ LLC, a FinTech firm servicing financial companies. iQvestment, LLC offers discretionary investment management, advisory, and sub-advisory services through online model portfolios targeting independent advisory firms, institutional clients, and individual investors. The firm uses a digital platform for client interaction and account management, emphasizing an internet-only delivery model and serving banking and thrift institution clients.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)