Quantum Solutions, INC.

Assets Under Management

N/A

Number of Clients

2

Number of Advisors

1

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Quantum Solutions, Inc. offers advice and solutions in investment, employee benefits, retirement plans, business succession, and estate planning. They provide investment portfolio management using third-party money managers and diversified asset allocations to help clients achieve their investment goals and mitigate risk.

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $300K0.01%
$300K - $600K0.01%
$600K - $750K0.01%
$750K - $1.0M0.01%
$1M+0.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Location

WA, United States

1 Advisors at this firm

Quantum Solutions, Inc. | TrueAdvisor