Quinn Financial Planning provides investment management and financial planning services. Investment portfolios are tailored to each client's needs and goals and are managed using a disciplined investment process. Financial planning services include retirement, investment/asset allocation, estate, insurance, college, and tax planning. Pension consulting is offered to small businesses with a minimum net worth of $100,000.
Assets Under Management$96M
Clients110
Advisors1
Avg. per Client$870K
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1M+ | 0.80% |
Fees may be discounted at the discretion of the Firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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