Quantum Capital Investments (QCI) provides investment management and financial planning services. Investment management is tailored to individual client goals and risk tolerance. Financial planning covers various aspects like retirement, taxes, and estate planning. QCI also offers services to retirement plans, acting as an advisor to plan sponsors. Clients can impose restrictions on their investments.
Assets Under Management$140M
Clients195
Advisors2
Avg. per Client$740K
Avg. per Advisor$72M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K+ | 1.25% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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