Quaker Wealth Management offers personalized investment management and financial planning to build long-term relationships with clients. For clients with at least $250,000, Quaker Wealth Management invests assets based on their goals. For clients who want planning without investment management, a separate arrangement can be made. Quaker Wealth Management also offers retirement plan consulting services and a Family CFO service for clients with at least $5 million of investable assets.
Assets Under Management$370M
Clients458
Advisors5
Avg. per Client$800K
Avg. per Advisor$73M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.30% |
Fees are negotiable. Family CFO fees are: - **0 - $499,999** — 1.00% per year - **$500,000-$999,999** — 0.85% per year - **$1,000,000 and above** — 0.65% per year
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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