Quinley Stewardship offers investment management services, primarily investing in registered investment companies like mutual funds and exchange-traded funds. The firm focuses on strategic asset allocation, tailoring its services to each client's needs based on their risk tolerance and investment objectives. Quinley Stewardship does not provide tax advice, legal advice, or financial planning services.
Assets Under Management$27M
Clients36
Advisors1
Avg. per Client$750K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$40K
Investment management only (planning not offered)
Quinley Stewardship offers investment management services with fees calculated using three different methods:
- Tiered Rate Method 1: A percentage of your portfolio's value, decreasing as the value increases. For example, 1.95% on the first $50,000, down to 0.40% on amounts over $1,000,000.
- Tiered Rate Method 2: Used for accounts at American Funds Service Company, with rates ranging from 1.95% to 1.70% depending on the total value of all your American Funds holdings.
- Fixed Rate Method: A fixed annual percentage (up to 1.95%) of your portfolio's value.
They also offer an hourly method for certain accounts, such as irrevocable trusts or accounts invested in money market funds.
Loading...