Quadrant Capital provides financial planning, consulting, and investment management services. They manage investments in mutual funds, exchange-traded funds (ETFs), stocks, bonds, and alternative investments. Quadrant also offers the Quadrant Enhanced Equity Strategy. They tailor their services to individual client needs and objectives, consulting with clients to assess their risk tolerance and financial situation. Quadrant is part of Focus Financial Partners, LLC.
Assets Under Management$1.8B
Clients834
Advisors12
Avg. per Client$2.2M
Avg. per Advisor$150M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6M+ | 0.60% |
Fees may be negotiable. Assets allocated to 3rd Party Managers or Quadrant Enhanced Equity Strategy may be charged up to 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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