AZ
AZ

Angela Zangarola

8 Years of Experience
Shelby Township, MI
Sells Insurance

Angela Zangarola is a registered investment advisor at Quantum Wealth Strategies, LLC, based in Shelby Township, MI, with 8 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 67 clients with $32M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
67 clients
Average Client Portfolio
$481K average
Assets Under Management
$32.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $1.0M1.50%
$1.0M - $5.0M1.00%
$5M+1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Shelby Township, MI

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Angela is a licensed insurance agent appointed with various insurance companies.

Employment History
Current Registrations
Quantum Wealth Strategies, LLC
March 2021 - Present · 5 yrs 1 mo
Previous Registrations
Spc
October 2018 - March 2021 · 2 yrs 5 mos
Sigma Financial CorporationBroker
October 2018 - March 2021 · 2 yrs 5 mos
Securities America, INC.Broker
September 2018 - October 2018 · 1 mo
Securities America Advisors, INC.
September 2018 - October 2018 · 1 mo
Raymond James & Associates, INC.
March 2018 - September 2018 · 6 mos
Raymond James & Associates, INC.Broker
January 2018 - September 2018 · 8 mos
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Angela Zangarola - Financial Advisor | TrueAdvisor