Jessica Lu-Buetow is a CFP-designated registered investment advisor at Quantum Financial Advisors, LLC, based in Pasadena, CA, with 12 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 451 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fees are negotiable. The maximum combined fee for clients utilizing separately managed accounts and Quantum's fees will not exceed 1.30%. Financial Planning & Consulting is included in Comprehensive Portfolio Management for clients whose annual fee exceeds $15,000.
Fee Estimator
Location
251 S Lake Ave, Suite 800, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jessica owns rental property in Pasadena, CA since 2017. This activity is not investment-related.
Employment History
Current Registrations
Quantum Financial Advisors, LLC
Previous Registrations
Abacus Wealth Partners
State Registrations1 state
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