QM
CFP
QM
CFP

Quinn Mccracken

4 Years of Experience
Beaver, PA

Quinn Mccracken is a CFP-designated registered investment advisor at River's Edge, based in Beaver, PA, with 4 years of industry experience. Quinn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 236 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
236 clients
Average Client Portfolio
$666K average
Assets Under Management
$157.1M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.40%
$500K - $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $10.0M0.60%
$10.0M - $20.0M0.50%
$20.0M - $50.0M0.40%
$50M+0.30%

Fees may be negotiable. Direct indexing strategy accounts are subject to an additional asset management fee of up to 0.25%.

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

525 3rd Street, Suite 200, Beaver, PA, 15009

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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 Activities

Quinn works as a driver for Uber, a ride-sharing service, dedicating about 10-20% of their time. This activity is not investment-related.

Employment History
Current Registrations
River's Edge
January 2022 - Present · 4 yrs 3 mos
Previous Registrations
River's Edge
May 2021 - December 2021 · 7 mos
Ewa, LLC
May 2021 - June 2021 · 1 mo
State Registrations2 states
PATX
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.
Quinn Mccracken - Financial Advisor | TrueAdvisor