Quo Vadis Capital offers research and consulting to institutional investors and manages investment portfolios for individuals and high-net-worth individuals. For individuals, Quo Vadis manages assets on a discretionary basis, tailoring investment strategies to each client's goals, risk tolerance, and time horizon. Quo Vadis does not have a bundled fee program.
Assets Under Management$4.1M
Clients15
Advisors1
Avg. per Client$270K
Avg. per Advisor$4.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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