Quility Financial Advisors provides financial planning and portfolio management services. Financial planning covers areas like net worth, cash flow, tax, insurance, retirement, and college savings. Portfolio management is discretionary and tailored to individual needs, using model portfolios from Solomon API LLC and Luminist Capital. They also manage participant accounts in defined contribution plans.
Fee Structure
Quility Financial Advisors charges an annual management fee based on a percentage of the value of your investments. The fee will be no more than 1.95%. You will also be charged an asset-based fee that covers trading costs of 0.10%. The management fee includes the sub-adviser’s management fee, but it does not include brokerage commissions, transaction fees, or other related costs and expenses that are incurred by you. The management fee is negotiable.