Quint Investments and Insurance (QII) provides portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. QII also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. QII primarily recommends mutual funds and ETFs.
Assets Under Management$89M
Clients391
Advisors8
Avg. per Client$230K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.90% |
Fees are negotiable for accounts above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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