Simon Quick Advisors offers wealth management, investment consulting, and financial planning services. Wealth management includes continuous investment advice and allocation decisions based on client goals. Financial planning covers objectives, tax planning, cash flow, retirement, risk management, and estate planning. Simon Quick also oversees affiliated private investment funds. They may recommend other professionals for implementation purposes, but clients have the final decision. Simon Quick acquired Proquility Private Wealth Partners in May 2025.
Fee Structure
Simon Quick's investment advisory fee is based on a percentage of the market value of your portfolio or a fixed fee. Fees are negotiable based on factors like asset value and complexity. There is a $20,000 minimum annual fee, which may be reduced or waived at Simon Quick's discretion. The fee includes investment advisory services and, if requested, financial planning. Additional fees may apply for extraordinary planning services. If you engage Simon Quick to provide Investment Consulting services, the maximum fee is 1.00% per year.