Quantum Financial Advisors provides investment management and financial planning services. Investment management includes ongoing supervision of client accounts, primarily using exchange traded funds and mutual funds. Financial planning covers areas like retirement, estate, tax, and insurance. Quantum may recommend independent investment managers. Clients can access an online platform to view their complete asset allocation. Financial planning is included for clients whose annual fee exceeds $15,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Fees are negotiable. The maximum combined fee for clients utilizing separately managed accounts and Quantum's fees will not exceed 1.30%. Financial Planning & Consulting is included in Comprehensive Portfolio Management for clients whose annual fee exceeds $15,000.
