Quantum Financial Partners offers investment advice to individuals, small businesses, and foundations. They manage individual accounts tailored to each client’s investment goals, and may delegate discretion to outside managers with client approval. They assess goals through discussions and questionnaires, documenting risk tolerance and other factors to guide investment decisions. Client accounts are held at a third-party custodian, Charles Schwab & Co., Inc.
Assets Under Management$150M
Clients395
Advisors6
Avg. per Client$380K
Avg. per Advisor$25M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.70% to 1.50% annually, and are negotiated based on type of account, level of service provided, and other account related factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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