Quantum Solutions, Inc. (QSI) offers advice on investments, employee benefits, retirement plans, business succession, and estate planning. QSI emphasizes coordinated business and personal planning, including a written plan. QSI also manages investment portfolios for individuals and businesses, using third-party money managers to create diversified portfolios based on client objectives and risk tolerance. SEI Investment Management Corp is a major contributor to this process.
Assets Under ManagementN/A
Clients2
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 0.75% |
| $300K - $600K | 0.60% |
| $600K - $750K | 0.55% |
| $750K - $1.0M | 0.50% |
| $1M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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