Quarry Hill Advisors (QHA) manages investment portfolios and offers financial planning services. QHA works with clients to understand their goals, risk tolerance, and financial situation to create a personalized investment plan. QHA also offers financial planning services covering retirement, risk management, college savings, and estate planning. For clients with lower asset balances, QHA may use a robo-advisory platform.
Fee Structure
Quarry Hill Advisors manages investment portfolios for a fee based on a percentage of the assets they manage, up to 1% per year. The fee is calculated quarterly and paid in advance. The fee is tiered, meaning the percentage you pay may decrease as the value of your portfolio increases. The annual fees are negotiable. If you have assets held in an annuity product, those assets will be billed separately at a flat rate that will not exceed 1% annually.